Assistant Account Manager

One80 Intermediaries - Westbrook, CT

Full-time - Entry Level

Westbrook, CT

Insurance Carriers and Related Activities

About the position

The Assistant Account Manager at Sea Insure plays a crucial role in ensuring that client and customer needs are met and understood by agents and underwriters. This position involves providing consultative guidance, assessing risk profiles, preparing proposals for new business and renewals, and handling client requests, all while maintaining effective relationships with internal and external partners.

Responsibilities

• Build and maintain constructive relationships with internal and external producers/partners.
• Leverage boat/yacht P&C insurance knowledge to actively service existing accounts.
• Organize and manage system records of service, marketing, and policy communications with clients, producers, and underwriters.
• Assess eligibility of potential clients based on underwriting guidelines.
• Collect and record detailed risk and underwriting information including survey data and loss history.
• Review and deliver formal proposals of insurance including details of coverages, limits, and deductibles.
• Conduct regular follow-up calls and emails with customers to clarify coverage details and respond to inquiries.
• Interact with clients and external partners to prepare specifications and underwriting data for marketing insurance products.
• Manage renewal business and support new business initiatives by setting up accounts and reviewing policy details with agents and underwriters.
• Execute coverage analysis and provide clients with accurate quotations for additional coverages.

Requirements

• 1-3 years of P&C insurance industry experience.
• Active P&C insurance license, or willingness to obtain within 90 days of hire.
• Understanding of insurance marketplace trends and best practices.
• Strong organizational skills and ability to multi-task.
• Excellent verbal and written communication skills with strong attention to detail.
• Ability to collect, interpret, and analyze data and information.
• Proficiency in Microsoft Office Suite and other systems.

Nice-to-haves

• Prior boating experience and knowledge preferred but not required.