Commercial Lines Account Manager

The Jonus GroupNew York, NY
2d$85,000 - $100,000Remote

About The Position

Established agency seeking to hire a Commercial Insurance Account Executive.

Requirements

  • 5-7+ Years working with small-middle market accounts in agency environment required
  • Ability to meet/w clients and discuss insurance mitigation strategies
  • Must be organized
  • Ability to delegate workflow
  • Ability to multi task
  • Must have lines of coverage experience: Management Liability lines – Cyber, D&O, E&O, EPLI, NYS Labor Law etc.
  • Experience with Construction, Contractors, Real Estate, Start Ups, etc.
  • Experienced with Applied Epic Required

Responsibilities

  • Full Knowledge of insurance products and usages
  • Ability to advise and consult with clients re: their insurance coverages
  • Manage workflow of assigned book of business and delegate workflow
  • Maintain accounts in accordance with organizational guidelines
  • Service and monitor account activity.
  • Call existing insured to compliment or “round out” personal accounts.
  • Work strategically with sales staff to optimize relationships and protect client’s business.
  • Perform special projects as directed by the VP, Commercial Lines.
  • Review policies and coverage for accuracy and rating calculations.
  • Process endorsements, placement requests and invoicing.
  • Complete and prepare certificates, proposals, policy summaries and reviews.
  • Develop and maintain excellent relationships with our partners, carriers and vendors.
  • Responsible for marketing process & quoting new and renewal business
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