Account Manager - Construction

Acrisure•Woodbury, NY

18h•$95,000 - $100,000•Onsite

About The Position

This position will include all aspects of servicing commercial accounts. Account size may range from $3.5M - $4M and account assignments will be determined at the discretion of the firm. Client retention is a key objective of this position. You will be expected to perform the following tasks from start to finish and will have an Associate AE as well the CSR Team to assist with several of the tasks.

Requirements

Commercial insurance knowledge with 5+ years’ industry experience and/or demonstrated ability to successfully handle complexities of job, required
Excellent business skills, required
High school diploma or the recognized equivalent, required
P&C Broker/Agent license, required
Computer skills necessary to perform the essential functions of the job (i.e. Spreadsheets, database, word processing and insurance software) required

Responsibilities

Interact with clients to address all servicing needs
Processing of policies, endorsements, and audits
Enter policy data into our client management system
Order loss runs for re-marketing accounts
Become proficient in carrier web-sites for quoting when re-marketing an account or adding additional lines of coverage
Keep your desk and files organized at all times
Perform superior customer service at all times
Properly utilize the agency management system (Epic) to keep track of all pending items
Communicate with carriers for all underwriting matters, audits, endorsements, carrier recommendations, etc.
Expedite certificates of insurance if CSR team is short staffed and client needs immediately
Run MVR’s and update driver lists when required
Prepare renewal rating quotes, based applications
Prepare proposals
Process and issue binders
Attend agency and dept meetings as well as training/education classes and sessions (both within the agency and outside the agency as directed.