Account Manager

2 weeks ago

Schenectady, New York, United States Marshall + Sterling Inc Full time
Job Summary

We are seeking a highly skilled Account Manager to join our team at Marshall + Sterling Inc. As an Account Manager, you will be responsible for managing designated accounts and/or Sales Executive's book of business, providing exceptional customer service, and driving business growth.

Key Responsibilities
  • Manage service timelines for designated accounts and/or Sales Executive's accounts, ensuring timely completion and coordination with clients and Sales Executives.
  • Recommend tools and resources to mitigate risk and provide value-added services to clients.
  • Proactively recommend coverage options and supplemental policies to mitigate risk and increase revenue.
  • Be proficient in all value-added tools and resources, including Microsoft Office programs and Vertafore.
  • Manage the renewal process, reviewing applications, policies, endorsements, and audits for accuracy.
  • Review comparisons and quotations for renewals, making individual policy placement decisions based on client needs and agency requirements.
  • Prepare account summaries and deliver policies and related documents to insured as needed.
  • Stay up-to-date on rates, forms, and coverage changes through circulars, bulletins, trade publications, seminars, and schools offered.
  • Communicate effectively with Sales Executives, management, and clients, maintaining a professional and favorable work relationship.
  • Adhere to established employee manual policies and guidelines, maintaining confidentiality in all aspects of client, staff, and agency information.
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, with 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 maintain a high level of organizational ability with attention to detail.
  • Valid driver's license and acceptable driving record.
What We Offer

We offer a competitive salary range of $60,000 to $100,000, negotiable and based on commission. The specific salary offered may be influenced by a variety of factors, including but not limited to, the candidate's relevant experience, education, and work location.

We are an equal opportunity employer and welcome applications from all qualified candidates. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

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