Account Manager- Commercial Large Property

Full-time - Mid Level

Hybrid - Lake Mary, FL

Insurance Carriers and Related Activities

About the position

We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. This role will have Hybrid work arrangement. Candidates who live near one of our office locations: Alexandria, VA, Brea, CA, Charlotte, NC, Chicago, IL, Scottsdale, AZ, Walnut Creek, CA, San Antonio, TX and Clinton, NY, Hartford, CT, Lake Mary, FL will have the expectation of working in an office 3 days a week (Tuesday through Thursday). Supports Underwriting in the sales acquisition process. Provides support for Commercial Middle Market Large Property new business and renewal policy account coordination, review, essential services, rating, prepare work orders for quoting and issuance of middle market business. Serves as the point of contact for agents in handling inquiries and requests. Communicates with customers to request needed information and resolves problems.

Responsibilities

• Responsible for supporting the Underwriter in the sales acquisition process through a variety of services that may include account coordination, new business and renewal policy essential services, report ordering, preliminary classification of new business, and data collection.
• Responsible for reviewing, preparing work orders for rating and issuing policies.
• Applies screening criteria in accordance with guidelines.
• Communicates with customers to obtain needed and required underwriting information and resolves problems.
• Supports sales efforts and strategies.
• Responsible for handling high volumes of transactions.
• Effectively balance quality, and timeliness while working alongside the Underwriter to Manage a Book of Business.
• Multi-task, prioritize and manage daily work activities.
• Organizes work, based on AM/UW Huddles, recognition of Top Agents, and territorial differences.
• Maintains an effective pending/diary/follow-up system.
• Maintains a professional/organized work area.

Requirements

• Prior Commercial Market Insurance industry experience as an Account Manager (or similar) at either an insurance carrier/agency.
• Knowledge of the following primary insurance coverage's: Property required.
• Large Property experience a plus.
• Excel skills required: V-Lookups, filtering/sorting.
• College Degree preferred.
• Strong Customer Service and Relationship Building skills required.
• Effective Communication Skills / Written and Verbal.
• Strong Customer Service Orientation.
• Good Automation Skills and strong technical ability.
• Professional Demeanor.
• Proficiency in Microsoft Word, Excel, and Power Point Software.
• Works Autonomously.
• Ability to shift work efforts quickly and make decisions in a fast-paced environment.

Benefits

• Short-term or annual bonuses.
• Long-term incentives.
• On-the-spot recognition.