Account Manager, Private Client Group

Conner Strong & Buckelew•Camden, NJ

1d•$80,000 - $95,000•Hybrid

About The Position

Responsible for managing and account servicing the High Net Worth client relationship including new and renewal business processes and rounding of accounts. Includes preparation of new business and renewal submissions including marketing, rating and proposals as well as the applications and binder process through to policy issuance. Provide prompt, accurate and courteous service to Customers, Sales Representatives, Insurance Companies and Internal contacts and other duties as directed.

Requirements

Valid Property and Casualty License
Valid Accident and Health License
Bachelor's degree or equivalent work experience preferred.
CPRM or CPRIA Designation required or must be obtained within two years of date of hire.
Three to seven years (depending on experience and performance) minimum of Private Client Group 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.
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 organization / environment.
Must be authorized to work in the United States on a full-time basis without Company sponsorship.

Nice To Haves

Knowledge of Document Management System (WorkSmart) preferred.
Knowledge of Agency Management Systems (Sagitta) preferred.

Responsibilities

Underwrite, market, quote all lines of business for new client opportunities as well as renewals including benchmarking of large renewals
Prepare proposal presentations for sales calls/renewals
Creation of Applications, Binders, Coverage Summaries, Broker of Record Forms, Proposal and Invoicing, Certificates, and Auto ID cards for accounts sold and/or renewed
Complete and update New Business and Renewal Checklists as applicable
Communicates with Producer and Account Executives, where applicable, on any issues/concerns impacting relevant prospect accounts
Participate in account reconciliation for receivables management
Maintains exceptional relationships with all levels of client’s decision makers in order to effectively consult and influence the client on insurance issues
Prepare client renewal strategy including proposals and presentations and ensure that they agree with client’s requests/requirements
Meet with client as necessary to review coverage information
Participate in after-hours on-call rotation as assigned
Remains current on industry trends and information, new product development, legislation, coverages and technology
Promote teamwork and commitment to department/corporate goals as well as professional standards
Pursue opportunities to expand coverage for existing accounts
Adhere to company policies and procedures such as maintaining client files, workflow, standards, processing and other guidelines including the Agency Management System – Sagitta and Document Management System-WorkSmart that conform to company standards
Attends various internal and external meetings, as required
Other duties, as assigned