Commercial Insurance Account Manager

Lawley Services Inc•Rochester, NY

12h•Hybrid

About The Position

This role involves managing an established book of commercial insurance business, including handling renewals, providing summaries, ordering and issuing necessary documents within deadlines. The Account Manager will conduct consultative conversations with clients, build and maintain relationships with carriers and clients, obtain renewal quotes from existing carriers, manage the renewal process, and handle non-renewals and cancellations. Additionally, the role requires preparing marketing submissions for existing clients as needed.

Requirements

Insurance experience in customer service or account management for 3 years or more
Property/Casualty License (all lines)
Relevant knowledge of insurance products, documents and usages
Computers skills are a must! Word, Excel and Outlook.
Ability to work well independently and on a team
Incredible attention to detail and organizational skills
Positive attitude, even in a fast-paced environment
A passion to make customers and coworkers feel important and valued
Capability to work quickly and efficiently
Methodical, yet swift decision making skills
Precise communication skills, even under time constraints

Nice To Haves

Applied/EPIC experience is preferred
Open to continuing education, college degree or equivalent industry designations

Responsibilities

Manage an established book of business assigned specifically to you which would include renewals, providing summaries, ordering and issuing binders, certificates, policies, proposals and other insurance documents within designated timelines
Conduct consultative conversations with a Commercial client base; establish & maintain carrier and client relationships
Obtaining non-marketed renewal quotes from existing carriers, completing renewal processes and handle non-renewal and cancellations for cause; prepare complete marketing submissions on existing clients as needed
Identify cross sell and up-sell opportunities as appropriate
Expand and grow in your role when supporting miscellaneous duties as requested