Account Manager

Connerstrongbuckelew; Camden (NJ); Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401K plan

PTO

Job summary

Conner Strong & Buckelew, based in New Jersey, seeks an experienced account professional to manage daily servicing for major accounts. You will retain clients, pursue new opportunities, and coordinate renewal submissions with carriers.

The role requires strong communication, insurance knowledge, and the ability to train and guide junior staff in a dynamic team environment.

Qualifications

• 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.
• Knowledge of Sagitta and WorkSmart systems preferred.
• Strong problem solving, interpersonal, analytical, verbal and written communication skills.

Responsibilities

• Assists in managing and retaining the assigned book of business with clients.
• Pursues new opportunities including rounding of accounts for all lines.
• Participates in Renewal Marketing Strategy meetings with Account Executive and Producer.
• Prepares Renewal Submissions to Insurance Carriers and follows up for quotations.
• Negotiates Renewal Terms and Conditions with carriers.
• Oversees renewal binding instructions and policy checklists.
• Reviews policies for accuracy and completes policy checklists before transmittal to clients.
• Communicates with Account Executives on issues impacting clients.
• Remains current on industry changes affecting customer service.
• Oversees and mentors account analysts and technical assistants.

Skills

MS Office

Communication skills

Analytical skills

Multi-tasking

Training ability

Education

Bachelor's degree or equivalent

Tools

Sagitta

WorkSmart

Job description

Department: Major Accounts

Job Summary

Responsible for the daily account servicing activities of Clients, including new and renewal business processes. Serves as the procedural and technical resource for the Service Team and is involved in retention of business, rounding of accounts and Client meetings as directed by the Account Executive.

Principal 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.
• Oversees and manages the workflow and performance of the Account Analyst and Technical Assistant within the team.
• Manages 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.

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.

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Must be authorized to work in the United States on a full-time basis without Company sponsorship.

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.