Commercial Insurance Account Manager – Private Client Group

Commercial Insurance Account Manager – Private Client Group

Requirements

• College degree preferred, high school diploma or equivalent required.
• Minimum of five years of industry experience, or three years specific to Private Client in Account Management, Underwriting or similar role.
• Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook.
• Exceptional verbal, written and interpersonal communication skills.
• Excellent analytical, negotiation and organizational skills; ability to multi-task and shift focus as priorities change.
• Fire & Casualty license required upon hire or within 3 months of obtaining position.
• Valid Driver’s license and reliable transportation required.
• Ability to travel as necessary.

Responsibilities

• Effectively manage multiple clients in accordance with Private Client best practices to sustain expected client retention rate.
• Responsible for assigned book of business with appropriate mix of revenue and complexity as defined by Practice Leader.
• Apply market and risk management knowledge to client business model/needs; identify gaps and find the most effective solutions.
• Provide coverage analysis in relation to client’s business; effectively explain and clarify coverages with client verbally and/or in writing.
• Accountable for timely policy review, delivery and audits.
• Accountable for confirming final policy document is consistent with negotiated program.
• Research and/or resolve accounting and collection issues.
• Exhibit high level of expertise, demonstrating persistence, resourcefulness and creativity when negotiating with carriers to maintain the highest levels of client advocacy.
• Create and execute marketing strategy in collaboration with Account Executive.
• Responsible for the process, evaluation and preparation of insurance proposals; participate in new client presentations and renewals as appropriate.

Preferred Qualifications

No preferred qualifications provided.