Account Manager

2 days ago


Middletown, New York, United States Marshall & Sterling Inc Full time
Job Title: Account Manager - Large Lines

We are seeking an experienced Account Manager to join our team at Marshall & Sterling Inc. As an Account Manager, you will be responsible for managing independently designated accounts and/or Sales Executive's book of business.

Key Responsibilities:
  • Provide high-level support in obtaining, maintaining, expanding, and servicing clients.
  • Manage service timelines for designated accounts and/or Sales Executive's accounts.
  • Recommend tools and resources to mitigate risk as part of the service timeline and needs of our clients.
  • Proactively recommend coverage options and supplemental policies to mitigate risk.
  • Be proficient with all value-added tools and resources.
  • Manage the renewal process as established by the agency.
  • Review all applications, policies, endorsements, and audits for accuracy.
  • Make individual policy placement decisions based on the needs of the customer, our agency, and the companies we represent.
  • Prepare account summaries as required.
  • Deliver policies and related documents to insured as needed.
  • Keep current on rates, forms and coverage changes through circulars, bulletins, trade publications, seminars and schools offered.
  • Communicate with Supervisor/Manager any issues to ensure excellent customer service.
Requirements:
  • College degree preferred, high school diploma or equivalent required.
  • Pursuing or already have an insurance related designation.
  • Experience and knowledge of Microsoft Office programs.
  • Experience with Vertafore a plus.
  • Knowledge of commercial insurance and products is essential.
  • Appropriate state insurance licenses and continuing education required.
  • Five years of commercial lines customer service and/or sales experience.
  • Desire for commission-based compensation.
  • Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner.
  • Demonstrated ability to communicate effectively.
  • High level of organizational ability with attention to detail.

We offer a competitive salary range of $60,000 to $100,000, negotiable and based on commission. Compensation details: Yearly Salary.


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