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Commercial Lines Account Manager

2 months ago

Poughkeepsie, New York, United States Marshall & Sterling Inc Full time
Job Summary

We are seeking an experienced Account Manager to join our team at Marshall & Sterling Inc. as a Commercial Lines Account Manager. The successful candidate will be responsible for managing a portfolio of large commercial lines accounts, providing exceptional customer service, and driving business growth.

Key Responsibilities
  • Manage a portfolio of large commercial lines accounts, including independently designated accounts and Sales Executive's books of business.
  • Provide high-level support to clients, including obtaining, maintaining, expanding, and servicing their accounts.
  • Recommend tools and resources to mitigate risk and recommend coverage options to clients.
  • Manage service timelines for designated accounts and coordinate stages of the timeline with Sales Executives and clients.
  • Proactively contact clients to set up appointments and deliver policies and related documents as needed.
  • Review applications, policies, endorsements, and audits for accuracy and make individual policy placement decisions based on client needs.
  • Prepare account summaries and maintain professional accreditation necessary to meet agency standards.
  • Participate in continuing education programs and build and maintain a favorable and professional work relationship with other staff members.
  • Communicate with Supervisor/Manager any issues to ensure excellent customer service and adhere to established employee manual policies and guidelines.
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 and a high level of organizational ability with attention to detail.