Account Manager

Conner Strong & Buckelew; Camden (NJ); Presencial; USD 70.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401K plan

PTO

Medical and dental insurance

Descripción de la vacante

Conner Strong & Buckelew is seeking an experienced insurance professional to manage and grow a commercial multi-line book of business in New Jersey. You will meet with clients, renewals, prepare submissions, negotiate terms with carriers, and train junior staff while ensuring accurate data in Sagitta and WorkSmart.

This role involves pursuing new opportunities, coordinating renewal strategies, and delivering timely, accurate renewal proposals.

Formación

• Bachelor's degree or equivalent work experience preferred.
• 3–7 years of Commercial Multi-line Property & Casualty brokerage experience.
• Proficiency with Word, Excel, and PowerPoint required.
• Ability to train and guide junior team members.

Responsabilidades

• Assists in the management and retention of the assigned book of business; meets with Clients and ensures that all needs/requirements are met.
• Pursues new opportunities including rounding of accounts for all lines of coverage available in current book.
• Participates in Renewal Marketing Strategy meetings with Account Executive and Producer.
• Prepares Renewal Submissions to Insurance Carriers and follows up to ensure timely receipt of quotations.
• Negotiates Renewal Terms and Conditions with Insurance Carrier.
• Prepares Renewal Proposals using approved Standard Documents.
• Oversees renewal Binding instructions to Carrier(s).
• Reviews complex Certificate of Insurance requests and Contracts.
• Reviews Policies for accuracy in accordance with bound terms and conditions.
• Communicates with Account Executives and/or Producers on any issues/concerns impacting Clients.
• Remains current on industry changes, technical and industry specific developments such as market conditions and carrier appetites that could affect customer service.
• Promote teamwork and commitment to department/corporate goals.
• Comfortable training, guiding and developing the rest of the team, including account analysts and technical assistants.
• Oversee and manage the workflow and performance of the Account Analyst and Technical Assistant within the team.
• Manage account receivables for assigned clients, ensuring timely and accurate processing.

Conocimientos

Self-starter

Multi-tasking

Interpersonal skills

Verbal and written communication

Problem solving

Mentoring/training teammates

Educación

Bachelor's degree or equivalent work experience

Herramientas

Microsoft Office

Sagitta

WorkSmart

Descripción del empleo

Responsibilities

• Assists in the management and retention of the assigned book of business; meets with Clients and ensures that all needs/requirements are met.
• Pursues new opportunities including rounding of accounts for all lines of coverage available in current book.
• Participates in Renewal Marketing Strategy meetings with Account Executive and Producer.
• Prepares Renewal Submissions to Insurance Carriers and follows up to ensure timely receipt of quotations.
• Negotiates Renewal Terms and Conditions with Insurance Carrier.
• Prepares Renewal Proposals using approved Standard Documents.
• Oversees renewal Binding instructions to Carrier(s).
• Reviews complex Certificate of Insurance requests and Contracts.
• Reviews Policies for accuracy in accordance with bound terms and conditions. Completes Policy Checklist before transmittal of Policies to Client.
• Communicates with Account Executives and/or Producers on any issues/concerns impacting Clients.
• Remains current on industry changes, technical and industry specific developments such as market conditions and carrier appetites that could affect customer service.
• Promote teamwork and commitment to department/corporate goals.
• Comfortable training, guiding and developing the rest of the team, including account analysts and technical assistants.
• Oversee and manage the workflow and performance of the Account Analyst and Technical Assistant within the team.
• Manage account receivables for assigned clients, ensuring timely and accurate processing.

Other Functions

• Attends various internal and external meetings, as required.
• Adheres to Company Policies, Procedures and other Guidelines.
• Other duties as assigned.
• Oversee accuracy of data in Sagitta and WorkSmart.

Requirements

• Bachelor's degree or equivalent work experience preferred.
• Three to seven years of Commercial Multi-line Property & Casualty Brokerage experience.
• Proficiency in Microsoft Office Products; Word, Excel and PowerPoint required.
• Self‑starter, flexible and able to multi‑task with minimal supervision.
• Strong problem solving, interpersonal, analytical, verbal and written communication skills.
• Knowledge of Document Management System (WorkSmart) preferred.
• Knowledge of Agency Management Systems (Sagitta) preferred.
• Ability to provide effective on‑the‑job training and to work flexible hours.
• Ability to develop and manage key relationships at all levels within the Conner Strong organization along with outside Clients and Carriers.
• Ability to work in an ever‑changing high pressure organization / environment.

Compensation

Salary for this position ranges from $70,000.00 - $120,000.00. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance‑based incentives.

Benefits

Qualifying positions will also be eligible for comprehensive benefits, such as participation in family medical and dental insurance programs, 401K plan, and PTO.

Specialized Knowledge and/or Licenses

Property & Casualty Producer License

ARM, CIC, CPCU and other specialized designations as appropriate

Working Conditions

Office environment with moderate noise level; able to work flexible hours and travel to other Conner Strong offices and Client work sites as needed.

EEO Statement

Conner Strong & Buckelew is proud to be an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, affectional or sexual orientation, gender identity or expression, national origin, ancestry, nationality, age, disability (physical or mental), marital or domestic partnership or Civil Union status, pregnancy, family medical history or genetic information, atypical cellular or blood trait, military service or any other status protected by law.