Now Hiring - Morgenstern - Commercial Lines Account Manager in Pittsford, NY

Full description of the position

The Commerical lines Account Manager is responsible for the proactive management and retention of assigned client accounts. Daily activities include new and renewal marketing, handling client questions and requests, and coverage review. Key Activities * Maintain 92% retention of Client Accounts. * Provide technical expertise to Sales/Account Executives; specifically in analyzing client needs, coverage forms and quotations during the sales process on new and renewal business. * Provide technical expertise with the service of new and existing clients through cross-selling opportunities, account development, execution of client requests and problem solving. * Capture, assist, design and manage the service platform. * Handle all aspects of Commercial Lines Property & Casualty Insurance. Occasional outside service visits to the client may be required. * Contribute information and ideas during strategy meetings. Maintain renewal expirations, avoid any lapse in coverage. * Complete marketing submissions to carriers, including application preparation, loss analysis and other pertinent information for professional, quality new and renewal submissions. Submit to eligible and appropriate carriers and follow-up to ensure timely receipt of quotes and policies. Analyze and compare carrier quotes for proper coverage, terms and conditions. Make insurance program recommendations. * Respond to underwriters' questions in a timely and professional manner. * Adhere to Commercial Lines Best Practices - including written confirmation of new and renewal binding, evidence of coverage, changes to coverage and other related items. * Prepare proposals and summaries of insurance, as needed. * Maintain a high degree of accuracy in agency management and document management systems. * Provide directions to clients in submitting first reports of claims, facilitating prompt response from carriers. * Identify exposure to loss and recommend appropriate coverages in coordination with Sales/Account Executives. * Direct work to Processors and Assistants. Knowledge, Skills and Abilities * 3-5 years of experience in Commercial Property & Casualty Insurance Agency along with comprehensive understanding of all Property & Casualty insurance coverages, underwriting and rating concepts. * College degree preferred. * Must hold a New York State Property & Casualty insurance license or obtain one within an agreed timeframe. * Hold an industry designation such as ARM, CIC, CPCU or expected to further knowledge through courses with intent to pursue a designation. * Ability to carry out complex tasks with many concrete and abstract variables. * Able to work in a fast-paced environment with a high degree of accuracy. * Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions. * Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts. * Keep informed regarding industry and new product information, legislation, coverages and technology to continuously improve knowledge and performance. * Interact with others effectively by utilizing good communication skills, providing information and guidance, as needed, to achieve business goals.