Account Manager - Global Specialty- Commercial Property

Account Manager - OA09HN

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 a Hybrid work arrangement, with the expectation of working in an office (Chicago, IL, Houston, TX, New York City, NY, Morristown, NJ) 3 days a week (Tuesday through Thursday).

The Account Manager, as part of Global Specialty Operations, will serve as a critical partner to the Property Casualty Wholesale underwriting teams. The individual focuses on service experience & book of business management, while also acting as a key contact for Underwriters and brokers. This is an individual contributor role without supervisory responsibilities. Strong communications skills are crucial. This position works in a team environment which can span multiple offices;

however, the individual is expected to be able to exercise decision making skills and problem solving while working independently and prioritizing a high volume workload. Complexity of work varies from standard, routine tasks to more complex problem solving and analytical assignments. Some project work may be assigned as needed.

• Renewal Analysis/loss analysis and prepping entire account for renewal quotes
• Prepare and issue Binders, Policies, Endorsements and follow up for missing subjectivities
• Some Rating analysis is required for renewal prep work and underwriting thought process
• Review and analyze Endorsement requests, escalate issues as required, process endorsements
• Complete Underlying policy analysis on each Excess policy and send for UW review (Terms and Conditions, exposures, general information, aggregates etc.)
• Serve as a point of contact for brokers and provide optimal customer service experience on behalf of the company
• Careful adherence to compliance standards and excellent maintenance of account files, underwriting documentation
• Participation in projects, as requested/needed

Main systems used:
Outlook/Ascend/ Image Right/ Policy Decisions/ web based vendors. (Genius knowledge a plus but not required)

• Serve as a critical partner to the underwriting teams within the Global Specialty Wholesale Commercial organization. The individual focuses on service experience & book of business management with primary metrics of retention, profitability & growth, and acts as a key contact for underwriters and brokers within assigned territory. The individual maintains and utilizes a strong level of P & C commercial lines industry and market knowledge to contribute to the overall success and profitability of the Commercial organization
• Routine, structured, and high‑complexity assignment work.
  Accountable for the overall and entire service experience, facilitating functional experts and delivering a differentiated experience.
• Builds and maintains relationships with key wholesale broker contacts and decision makers through regular interactions, renewal retention, quoting and delivery of excellent broker/producer service. Effective at rebuilding “damaged” customer relationships.
• Accompanies underwriters and sales staff on marketing visits in order to establish working relationship (target: 3 per year).
• Prepares submissions for rating and acts as the gatekeeper between the Broker, Underwriter and the Operations Service Center

• Performs initial prequalification on all renewal account submissions, (new business submissions) and generates a summary of all findings and makes a recommendation to pursue or decline
• Monthly pre‑qualification meetings with Underwriter, provides recommendations on renewal/new business accounts.
• Works independently to proactively maintain timeliness and information in underwriting file(s).
• Can negotiate skillfully in tough situations with both internal and external groups. Can win concessions without damaging relationships; focus is on win/win proposition for brokers and company when reviewing new or renewal accounts.
• Support sales efforts…