Account Manager
2 days ago
Description:
Manage independently designated accounts and/or Sales Executive's book of business by providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing clients. If applicable, allow the Sales Executive to maximize his/her time generating new business sales. Reduce E&O exposures. Commission based compensation.
• Manage service timelines for designated accounts and/or Sales Executive's accounts as established by agency and Sales Executive. Proactively contact clients to set up appointments as needed for service timeline and coordinate
stages of the timeline with Sales Executive and client.
• Be proficient with all value-added tools and resources.
• Manage the renewal process as established by the agency.
• Utilize Image Right to save appropriate documentation and maintain/update tasks.
• Work closely with clients to maintain and build relationships.
• Conduct Open Enrollment and Client meetings. Review all applications, policies, endorsements, and audits for accuracy with Client Service Specialist and Sales Executive (if applicable).
• 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.
• If applicable, keep Sales Executives and management fully informed of all-important activities on their perspective accounts.
• Round out accounts through quotation of lines not currently written through our agency.
• Refer clients and prospects to other divisions of Marshall & Sterling.
• Maintain professional accreditation necessary to meet agency standards.
• Participate in continuing education programs when available.
• Build and maintain a favorable and professional work relationship with other staff members.
• Communicate with Supervisor/Manager any issues to ensure excellent customer service.
• Adhere to established employee manual policies and guidelines.
• Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.
• Promptly report all E&O claims and potential E&O claims.
• Maintain confidentiality in all aspects of client, staff, and agency information.
• Perform other duties and projects as assigned.
• College degree preferred, high school diploma or equivalent required.
• Pursuing or already have an insurance related designation.
• Experience and knowledge of Microsoft Office programs.
• Knowledge of group benefits and products is essential.
• Appropriate state insurance licenses and continuing education required.
• 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.
• Valid driver's license and acceptable driving record.
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.
The salary range for this position is $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.
Compensation details: 60000-100000 Yearly Salary
PI2dff9444706f-25405-34850712
-
Account Manager
60 minutes ago
Poughkeepsie, New York, United States Marshall & Sterling Inc Full timeJob Title: Account ManagerMarshall & Sterling Inc is seeking a highly skilled and motivated Account Manager to join our team. As an Account Manager, you will be responsible for managing independently designated accounts and/or Sales Executive's book of business.Key Responsibilities:Manage service timelines for designated accounts and/or Sales Executive's...
-
Account Manager
1 week ago
Poughkeepsie, New York, United States Marshall & Sterling Inc Full timeJob Title: Account ManagerMarshall & Sterling Inc is seeking a highly skilled Account Manager to join our team. As an Account Manager, you will be responsible for managing designated accounts and/or Sales Executive's book of business by providing exceptional support in obtaining, maintaining, expanding, and servicing clients.Key Responsibilities:Manage...
-
Account Manager
1 week ago
Poughkeepsie, New York, United States Marshall & Sterling Inc Full time{"title": "Account Manager", "description": "Job SummaryMarshall & Sterling Inc is seeking a highly skilled Account Manager to join our team. As an Account Manager, you will be responsible for managing designated accounts and/or Sales Executive's book of business, providing exceptional support in obtaining, maintaining, expanding, and servicing clients.Key...
-
Account Manager
7 days ago
Poughkeepsie, New York, United States Marshall & Sterling Inc Full timeJob Title: Account ManagerMarshall & Sterling Inc is seeking a highly skilled Account Manager to join our team. As an Account Manager, you will be responsible for managing designated accounts and/or Sales Executive's book of business by providing exceptional support in obtaining, maintaining, expanding, and servicing clients.Key Responsibilities:Manage...
-
Account Manager
1 day ago
Poughkeepsie, New York, United States Marshall & Sterling Inc Full timeJob Title: Account ManagerMarshall & Sterling Inc is seeking a highly skilled Account Manager to join our team. As an Account Manager, you will be responsible for managing designated accounts and/or Sales Executive's book of business, providing exceptional support in obtaining, maintaining, expanding, and servicing clients.Key Responsibilities:Manage service...
-
Account Manager
1 day ago
Poughkeepsie, New York, United States Marshall & Sterling Inc Full timeJob Title: Account ManagerMarshall & Sterling Inc is seeking a highly skilled Account Manager to join our team. As an Account Manager, you will be responsible for managing designated accounts and/or Sales Executive's book of business by providing exceptional support in obtaining, maintaining, expanding, and servicing clients.Key Responsibilities:Manage...
-
Account Manager
7 days ago
Poughkeepsie, New York, United States Marshall & Sterling Inc Full time{"title": "Account Manager", "description": "Job SummaryMarshall & Sterling Inc is seeking a highly skilled Account Manager to join our team. As an Account Manager, you will be responsible for managing designated accounts and/or Sales Executive's book of business by providing exceptional support in obtaining, maintaining, expanding, and servicing clients.Key...
-
Account Manager
1 day ago
Poughkeepsie, New York, United States Marshall & Sterling Inc Full time{"Requirements": " To succeed in this role, you will need: • A college degree, preferably in a field related to insurance or business. • Pursuing or already holding an insurance-related designation. • Experience and knowledge of Microsoft Office programs. • In-depth knowledge of group benefits and products. • Appropriate state insurance licenses...
-
Account Manager
3 weeks ago
Poughkeepsie, New York, United States Marshall & Sterling Inc Full timeJob Description**Job Summary:**We are seeking a highly skilled and motivated Account Manager to join our team at Marshall & Sterling Inc. The successful candidate will be responsible for managing designated accounts and providing exceptional customer service to our clients.Key Responsibilities:Account Management: Manage service timelines for designated...
-
Account Manager
3 weeks ago
Poughkeepsie, United States Marshall & Sterling Full timeDescription: Manage independently designated accounts and/or Sales Executive's book of business by providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing clients. If applicable, allow the Sales Executive to maximize his/her time generating new business sales. Reduce E&O exposures. Commission based...
-
Account Manager
2 months ago
Poughkeepsie, United States Marshall + Sterling Inc Full timeJob DescriptionJob DescriptionDescription:Manage independently designated accounts and/or Sales Executive’s book of business by providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing clients. If applicable, allow the Sales Executive to maximize his/her time generating new business sales. Reduce E&O...
-
Account Manager
1 week ago
Poughkeepsie, United States MARSHALL & STERLING INC Full timeJob DescriptionJob DescriptionDescription:Manage independently designated accounts and/or Sales Executive's book of business by providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing clients. If applicable, allow the Sales Executive to maximize his/her time generating new business sales. Reduce...
-
Commercial Lines Account Manager
3 weeks ago
Poughkeepsie, New York, United States Marshall & Sterling Inc Full timeJob SummaryWe 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 ResponsibilitiesManage a portfolio of...
-
Insurance Account Manager
3 weeks ago
Poughkeepsie, New York, United States Marshall & Sterling Inc Full timeJob DescriptionJob Title: Account ExecutiveCompany: Marshall & Sterling IncJob Type: Full-timeLocation: RemoteJob Category: InsuranceAbout Us: Marshall & Sterling Inc is a leading insurance agency providing comprehensive insurance solutions to individuals and businesses.Key Responsibilities:Manage a portfolio of client accounts, providing exceptional...
-
Account Manager- Large Lines
2 months ago
Poughkeepsie, United States Marshall + Sterling Inc Full timeJob DescriptionJob DescriptionDescription:Manage independently designated accounts and/or Sales Executive’s book of business by providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing clients. If applicable, allow the Sales Executive to maximize his/her time generating new business sales. Reduce E &...
-
Account Manager- Large Lines
1 week ago
Poughkeepsie, United States MARSHALL & STERLING INC Full timeJob DescriptionJob DescriptionDescription:Manage independently designated accounts and/or Sales Executive's book of business by providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing clients. If applicable, allow the Sales Executive to maximize his/her time generating new business sales. Reduce E...
-
Account Manager- Large Lines
2 days ago
Poughkeepsie, United States MARSHALL & STERLING INC Full timeJob DescriptionJob DescriptionDescription:Manage independently designated accounts and/or Sales Executive's book of business by providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing clients. If applicable, allow the Sales Executive to maximize his/her time generating new business sales. Reduce E...
-
Account Manager
3 weeks ago
Poughkeepsie, New York, United States Marshall & Sterling Inc Full timeJob SummaryWe are seeking a highly skilled and 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 ResponsibilitiesManage...
-
Account Manager
2 days ago
Poughkeepsie, New York, United States Marshall & Sterling Inc Full timeJob Title: Account Manager - Large LinesMarshall & Sterling Inc is seeking a highly skilled Account Manager to join our team. As an Account Manager, you will be responsible for managing independently designated accounts and/or Sales Executive's book of business.Key Responsibilities:Manage service timelines for designated accounts and/or Sales Executive's...
-
Account Manager
1 week ago
Poughkeepsie, New York, United States Marshall & Sterling Inc Full time{"title": "Account Manager - Large Lines", "description": "Job SummaryMarshall & Sterling Inc is seeking a highly skilled Account Manager - Large Lines to join our team. As an Account Manager - Large Lines, you will be responsible for managing independently designated accounts and/or Sales Executive's book of business by providing a high level of support in...
