Account Manager
3 weeks ago
Conner Strong & Buckelew Companies, LLC is seeking a highly skilled Account Manager to join our team. As an Account Manager, you will be responsible for the daily account servicing activities of Clients, including new and renewal business processes.
Key Responsibilities:- Assist in the management and retention of the assigned book of business, meeting with Clients to ensure all needs/requirements are met.
- Pursue new opportunities, including rounding of accounts for all lines of coverage available in the current book.
- Participate in Renewal Marketing Strategy meetings with Account Executive and Producer.
- Prepare Renewal Submissions to Insurance Carriers and follow up to ensure timely receipt of quotations.
- Negotiate Renewal Terms and Conditions with Insurance Carrier.
- Prepare Renewal Proposals using approved Standard Documents.
- Oversee renewal Binding instructions to Carrier(s).
- Review complex Certificate of Insurance requests and Contracts.
- Review Policies for accuracy in accordance with bound terms and conditions, completing Policy Checklist before transmittal of Policies to Client.
- Communicate with Account Executives and/or Producers on any issues/concerns impacting Clients.
- Remain current on industry changes, technical and industry-specific developments that could affect customer service.
- Promote teamwork and commitment to department/corporate goals.
- Bachelor's degree or equivalent work experience preferred.
- Three to seven years (depending on experience and performance) minimum of Commercial Multi-line Property & Casualty Brokerage experience.
- Proficiency in Microsoft Office Products; Word, Excel, and PowerPoint required.
- Self-starter, flexible, and able to multi-task with minimal supervision.
- Strong problem-solving, interpersonal, analytical, verbal, and written communication skills.
- Knowledge of Document Management System (WorkSmart) preferred.
- Knowledge of Agency Management Systems (Sagitta) preferred.
- Ability to provide effective on-the-job training and to work flexible hours.
- Ability to develop and manage key relationships at all levels within the Conner Strong organization along with outside Clients and Carriers.
- Ability to work in an ever-changing high-pressure organization/environment.
- Authorized to work in the United States on a full-time basis without Company sponsorship.
Property & Casualty Producer License
ARM, CIC, CPCU, and other specialized designations as appropriate
Working Conditions:Office environment with moderate noise level; able to work flexible hours and travel to other Conner Strong offices and Client work sites as needed.
Conner Strong & Buckelew is proud to be 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.
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