Commercial Lines Senior Account Manager (Plainview, NY or remote)

National Financial Partners Corp.•Berkeley Heights, NJ

63d•Hybrid

About The Position

The Commercial Lines Senior Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. You will be responsible for managing your book of business; this includes administrative and operational aspects to do so. Your book of business can include large lines and layered accounts. You will handle day-to-day account management for a specific set of clients and this entails a great deal of verbal, electronic and other written communications. You will be responsible for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors. In addition, you will prepare materials for presentations and communications and assist team members with day-to-day client servicing as required. At this level, the Senior Account Manager actively speaks in client meetings. While in this role, you should be maintaining relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. This is a full-time position with a hybrid schedule from our Plainview, Long Island office. We may consider a remote or hybrid schedule in one of our other East-coast offices/cities, at our discretion, and for well-qualified candidates demonstrating a high level of product fluency.

Requirements

Customer-focused to establish and maintain effective relationships
Experience with EPIC or similar agency management systems required
Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook
Must have polished verbal and written communications
Must demonstrate strong business writing skills through relevant work and knowledge assessments
Highly organized with excellent verbal and written communication skills
Self-confident to make sound independent decisions
Ability to successfully interact with a variety of people and function well both in a team environment and autonomously
Ability to handle situations in a calm, courteous and professional manner
Ability to prioritize multiple tasks to meet deadlines
Possess strong analytical and problem-solving skills
Sharp attention to detail, decision-making skills, and problem resolution
Flexibility and adaptability to changing priorities, deadlines and technology
Able to work overtime as necessary to meet client and business deadlines
High school diploma or equivalent is required with additional training or education preferred
Typically, more than seven years of Commercial Lines and industry experience
Keen ability to understand and assess policy forms and endorsements
Must demonstrate strong business writing skills through relevant work and knowledge assessments
Proficiency in Outlook, Word, and Excel
CRM experience required. EPIC experience is highly desired
P&C Insurance License required upon hire

Responsibilities

Will have an assigned book of business. Works proactively to maintain relationships with carrier and client contacts. May lead client meetings for accounts assigned to them.
Manage the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors.
Communicates directly with clients and carriers, in collaboration with the Account Executive or Advisor/Client Executive.
Creates and maintains client files in accordance with office procedures. Responsible for keeping client policy records in the agency management system.