Account Manager Commercial Lines

Oak Tree Insurance; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Oak Tree Insurance in New York is seeking a dynamic Commercial Lines Account Manager to ensure timely binding and accurate coverage for assigned accounts, with emphasis on renewal management and client satisfaction.

You will quote, issue, and renew policies, ensure bank compliance, provide high-level client support, and follow internal processes, leveraging Applied Epic, Excel, and Word. 2-4 years' experience and a Property & Casualty license are required.

Qualifications

• Exceptional written and verbal communication skills required.
• Proactive, can-do attitude with willingness to learn and seek help.
• Strong multitasking abilities and adaptability to changing situations.
• Ability to work independently and as part of a team.
• Background in marketing insurance policies and client service.
• Property and Casualty License required.

Responsibilities

• Quote new insurance policies and manage renewals for all assigned policies.
• Ensure all assigned policies are issued with appropriate coverage.
• Ensure all policies comply with bank requirements.
• Provide high-level customer support to assigned clients.
• Complete all required internal company processes.
• Perform other duties as assigned by the President or Department Manager.

Skills

Communication skills

Proactive attitude

Multitasking

Independent & team work

Problem solving

Attention to deadlines

Property and Casualty License

Education

Property and Casualty License

Tools

Applied Epic

Excel

Microsoft Word

Job description

Job Description

We're seeking a dynamic Commercial Lines Account Manager to join our team. The primary responsibility of this position is to ensure that all assigned accounts have their policies bound 15 days before expiration, with the precise coverage required to meet their specific needs, guaranteeing long-term client satisfaction.

Oak Tree Insurance is looking for someone who understands the importance of performing responsibilities and self‑management while meeting deadlines, adhering to policies, taking initiative, and being flexible to the ever‑changing demands of the insurance industry.

Primary Responsibilities

• Quote new insurance policies and manage renewals for all assigned policies
• Ensure all assigned policies are issued with appropriate coverage
• Ensure all policies comply with bank requirements
• Provide high-level customer support to assigned clients
• Complete all required and requested internal company processes
• Perform other duties as assigned by the President or Department Manager

Position Characteristics/Qualifications

• Exceptional written and verbal communication skills
• Proactive, can‑do attitude with a willingness to learn and seek help when needed
• Strong multitasking abilities, adaptability to changing situations, and quick, informed decision‑making skills
• Proficiency in task organization and effective problem‑solving
• Capability to work independently on individual tasks and collaboratively within a team
• Property and Casualty License
• Solid experience with Applied Epic, Excel, and Microsoft Word
• Background in marketing insurance policies
• 2-4 years Commercial Lines Account Management experience

Company Description

After nearly a decade of providing our clients with quality service and quality products, our goal remains the same: to ensure that our clients are insured properly and sufficiently. We work with the leading insurance companies in the industry as well as a labyrinth of other companies. We work diligently and efficiently to properly tailor our client's policies, helping them to protect their assets and their businesses. We value integrity and reliability, therefore Oak Tree Insurance ensures dependable &high-quality service to our clients.

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