Commercial Insurance Account Manager (hybrid NY or PA)

NFP•Plainview, NY

1d•Hybrid

About The Position

The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires day to day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager will manage the renewal and marketing process, and prepare materials for presentations and communications in collaboration with their more senior team members. Work is completed with a significant amount of independent discretion. While in this role, you will be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. In addition to managing your own clients, you will support the Account Management Team as assigned. This is a full-time position. We offer the flexibility of a hybrid schedule with at least a couple of days a week in our Plainview-Long Island, NY or Midtown Manhattan or Warrington, PA offices. Working in the office is required and is essential for fostering collaboration and career connections.

Requirements

Must be able to work from one of the listed offices at least two days a week
When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift.
Experience with EPIC or related agency management system.
Excellent written communication skills – writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information.
Self-confident to make sound independent decisions.
Ability to successfully interact with a variety of people/personalities.
Strong leadership and negotiation skills.
Possess technical expertise plus good analytical and problem-solving skills.
Ability to handle situations in a calm, courteous and professional manner.
Flexibility and adaptability to changing priorities, deadlines and technology.
Recent experience at a retail insurance brokerage or independent insurance agency required
High school diploma or equivalency required
Property & Casualty Broker's License required upon hire

Nice To Haves

More than 3 years of industry and Commercial Lines Insurance servicing is preferred
BA/BS preferred.

Responsibilities

Works proactively to develop relationships with carrier and client contacts; take active role in meeting.
Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in.
Prepare first draft of renewal presentation.
Takes the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive.
Communicate directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive.
Maintains accurate documentation and a follow-up system to ensure policies, endorsements and other information is received to comply with requests.
Build and maintain strong relationships with carriers, and clients through regular contact.
Collaborate with Advisors/Account Executives on communications to keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues.
First line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary.