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Insurance Account Representative

2 months ago


New York, New York, United States Conner Strong & Buckelew Companies, LLC Full time
Job Overview

Position: Account Analyst

Department: Major Accounts

Location: Corporate Office

Position Summary

The Account Analyst plays a crucial role in the daily management and servicing of commercial lines clients. This includes evaluating and marketing accounts, securing quotes, and assisting in the development of submissions, proposals, and binders. The analyst is expected to deliver prompt, precise, and courteous service to clients, sales representatives, and insurance carriers concerning their accounts and other assigned tasks.

Key Responsibilities

  • Reviews and processes policies, audits, and modifications to policies.
  • Provides recommendations for coverage enhancements or alterations as necessary.
  • Engages with carriers and both internal and external clients to guarantee exceptional service delivery.
  • Assists in preparing renewal submissions for marketing, including applications, necessary exhibits, narratives, loss runs, and responses to underwriting inquiries.
  • Participates in account reconciliation for effective receivables management.
  • Submits applications to carriers and follows up to ensure timely acquisition of quotes and policies.
  • Offers technical support, including but not limited to completing applications, renewal proposals, binders, audits, coverage summaries, endorsements, cancellations, and certificates of insurance.
  • Responds to and processes incoming requests from clients, carriers, and mail as directed by the Account Executive.
  • Prepares policy binders and manages all invoicing processes.
  • Conducts initial policy checklist procedures.

Additional Responsibilities

  • Maintains client files in accordance with company standards.
  • Manages workflows, tasks, and incoming correspondence within the Document Management System.
  • Ensures the accuracy of account data entered into the agency management system.
  • Adheres to company policies, procedures, and guidelines.
  • Performs other duties as assigned.

Qualifications

  • Preferred: College degree.
  • Exceptional organizational and client service skills.
  • Strong interpersonal, analytical, written, and verbal communication abilities.
  • Self-motivated, adaptable, capable of multitasking, and managing responsibilities with minimal oversight.
  • Proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint.
  • Familiarity with document management and agency management systems is a plus.
  • Must be authorized to work in the United States on a full-time basis without company sponsorship.

Specialized Knowledge or Licenses

Property and Casualty Producer License is required.

Relevant designations such as ARM, CRIS, CPCU, and others as applicable.

Work Environment

This position is based in an office setting with a moderate noise level. Flexibility in working hours and the ability to travel to other company offices and client sites may be required.

Conner Strong & Buckelew is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, affectional or sexual orientation, gender identity or expression, national origin, ancestry, nationality, age, disability (physical or mental), marital or domestic partnership or Civil Union status, pregnancy, family medical history or genetic information, atypical cellular or blood trait, military service or any other status protected by law.