Account Manager; P&C Marcus Drive 3rd Floor, Melville, NY

LOCATION

Melville, NY or Jersey City, NJ – Hybrid (3 days a week)

• Processes applications, policies, endorsements, binders, certificates, audit requests, agency billing, and other items related to the servicing of clients located in the Northeast region.
• Assists clients with policy coverages and related questions.
• Reviews the policy coverages for potential gaps and other needs of the policyholder.
• Renews and retains assigned accounts; conducts renewal process.
• Provides client with additional coverage options.
• Maintains client files in appropriate systems and provides standard office/administrative support.
• Maintains carrier relationships and follows any changes with our contracted carriers, keeping up with industry trends.
• Other duties as assigned.

• Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues.
• Processes all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of client policies in a timely and accurate manner.
• Informs and educates clients about policy coverage, changes, exclusions, and insurance coverage needs.
• Assists clients in making coverage changes.
• Meets all quality and timeliness standards in the Agency Management System while properly documenting all activity.
• Other duties as assigned.

• Works with Placement Department and Producers to properly transition new business written.
• For renewal marketing:
  Submits applications with proper supporting documentation and follows up to ensure timely receipt of quotes and policies.
• If needed, enters policy information into carrier websites for quote options.
• Aggressively and professionally negotiates premiums and commissions with underwriters and wholesalers.
• Prepares and presents quote options to the client and/or Producer, if applicable.
• Binds and issues policies in carrier websites or orders policies from underwriters.
• Other duties may be assigned.

• Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of all responsibilities.
• Maintains cordial and effective relations with clients, co‑workers, carriers, wholesalers, vendors, and other business contacts.
• Maintains up‑to‑date client records, workflow tasks/activities, manuals or other required documentation.
• Interacts with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company.
• Stays informed regarding industry trends, new product/program developments, coverages, legislation, and technology to continuously improve knowledge and performance.
• Works effectively to resolve problems or enhance service in a timely manner.
• Demonstrates ability to work in a fast‑paced environment with multiple competing tasks and demands.
• Ensures expert knowledge is maintained.
• Other duties may be assigned.

• Full knowledge of Property Casualty lines of coverage and services.
• Recognizes problems and responds appropriately.
• Can analyze situations logically in order to draw solid conclusions.
• Demonstrates experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
• Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word and Excel.
• Strong attention to detail and time management abilities.
• Strong ability to multi‑task and assign priority.
• Ability to work effectively and efficiently both with and without direct supervision.
• Ability to work effectively and efficiently in a team environment as well as independently.
• Strong interpersonal communication skills, both written and oral.

• High school diploma or GED equivalent required; college degree preferred.
• Two or more years experience in a mid‑size brokerage or carrier.
• Must have working knowledge of a variety of Microsoft Office…