Commercial Lines Account Manager

Lamb Insurance Services; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Lamb Insurance Services in New York seeks an Account Manager to grow and retain revenue for our largest Non-Profit/Human Services accounts by delivering best-in-class service and deep client understanding. You will coordinate cross-departmental service offerings, manage renewals, analyze exposures, and present renewal strategies to clients and internal stakeholders.

Ideal candidates bring a Bachelor's degree, P&C license, 5+ years in commercial insurance, strong relationship and communication

Qualifications

• Bachelor’s degree required.
• Property & Casualty Insurance License.
• 5+ years of experience in commercial insurance, preferably in a retail agency.
• Strong client relationship and communication skills.
• Experience with Applied EPIC.

Responsibilities

• Manage and retain a large book of business by providing high quality and timely customer service, a proactive renewal process, negotiating with carriers and underwriters, utilizing internal resources, and collaborating with other internal teams.
• Exposure analysis, coordination of coverage, program design, and evaluation of existing accounts to address and correct any deficiencies.
• Confidently & accurately answer client situational questions with respect to insurance coverage and advise about uncovered exposures as applicable.
• Analyze and prepare exposure comparisons, premium comparisons, and renewal proposals
• Communicate directly with clients, underwriters, departmental leaders, and other stakeholders
• Provide incumbent carriers and the placement team with detailed and comprehensive submissions
• Negotiate insurance plan terms and conditions
• Create and present customized renewal strategy and marketing plans
• Seek to increase book revenue by cross-selling and rounding accounts
• Assist to resolve premium audits in dispute
• Perform contract reviews as needed
• Learn, understand, and adhere to our internal timelines, protocols, and workflows.
• Utilize and direct assigned assistant account manager to perform day-to-day servicing tasks including issuance of certificates, auto id cards, processing of endorsement requests, policy checking, invoicing, and billing issues.

Skills

Relationship management

Communication

Data analytics

Leadership

Education

Bachelor’s Degree

Tools

Applied EPIC

Job description

Lamb is the leading commercial insurance broker dedicated exclusively to non-profits & social service organizations nationwide. Lamb is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives, and we strive to do the same for our employees. Lamb has been recognized as one of the best places to and we are proud of our culture!

ABOUT THE ROLE:

This individual's primary focus is to contribute to revenue retention and growth of the organization’s largest Non-Profit/Human Services accounts by deploying a Best-in-Class Service Offering. The Account Manager will accomplish this goal by developing a deep understanding of each client’s operations, priorities, and risk management needs and coordinating an appropriate cross departmental service offering.

ROLE RESPONSIBILITIES

• Manage and retain a large book of business by providing high quality and timely customer service, a proactive renewal process, negotiating with carriers and underwriters, utilizing internal resources, and collaborating with other internal teams.
• Exposure analysis, coordination of coverage, program design, and evaluation of existing accounts to address and correct any deficiencies.
• Confidently & accurately answer client situational questions with respect to insurance coverage and advise about uncovered exposures as applicable.
• Analyze and prepare exposure comparisons, premium comparisons, and renewal proposals
• Communicate directly with clients, underwriters, departmental leaders, and other stakeholders
• Provide incumbent carriers and the placement team with detailed and comprehensive submissions
• Negotiate insurance plan terms and conditions
• Create and present customized renewal strategy and marketing plans
• Seek to increase book revenue by cross-selling and rounding accounts
• Assist to resolve premium audits in dispute
• Perform contract reviews as needed
• Learn, understand, and adhere to our internal timelines, protocols, and workflows.
• Utilize and direct assigned assistant account manager to perform day-to-day servicing tasks including issuance of certificates, auto id cards, processing of endorsement requests, policy checking, invoicing, and billing issues.

QUALIFICATIONS

• Bachelor’s Degree
• Property & Casualty Insurance License
• 5+ years experience in commercial insurance, preferably in a retail insurance agency.
• Forward thinking with a strong sense of urgency.
• Strong focus on relationship management with clients. Must be comfortable leading client and carrier meetings & having continuous, clear, and professional verbal and written communication.
• Familiarity with Applied EPIC.
• Keen leadership, problem solving, and decision-making skills.
• Deep data and analytics orientation.
• Highly comfortable with using various types of computer technology in a face-paced environment.

Lamb is a proud Equal Opportunity Employer. Lamb is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Lamb will not tolerate discrimination or harassment based on any of these characteristics. We believe that variety in experience makes us stronger as individuals, as communities, and as a company. Fostering an environment where all employees feel empowered to bring their authentic self to work is our priority