Commercial Lines Account Manager - Real Estate

Alliant Insurance Services, Inc.; New York (NY); Vor Ort; USD 60.000 - 85.000; Vollzeit

Zusammenfassung

Colonial Group in New York, NY seeks an Assistant Account Manager to support Account Executives in servicing Energy & Marine accounts. The role involves preparing renewal requests, drafting insurance proposals, and managing policy schedules.

The ideal candidate has an Associate's degree or equivalent, 6+ years of related experience, and a valid insurance license. Oil & gas insurance experience is a plus, with strong communication and multitasking skills expected.

Qualifikationen

• Associate's degree or equivalent
• Six (6) or more years related work experience
• Experience with oil and gas insurance a plus
• Valid Insurance License
• Must continue to meet Continuing Education requirements for license renewal

Aufgaben

• Supports the Account Executives in the day-to-day servicing of Energy & Marine related accounts
• Compiles renewal requests to clients and completes marketing submissions as directed by the Account Executive
• Generates insurance proposals, summaries of insurance and policy schedules as needed
• Manages renewal of non-oil and gas lines of coverage, crime bonds and miscellaneous coverages
• Discusses and resolves coverage issues under the direction of the Account Executive
• Reviews quotes for accuracy, requests, reviews and processes binders
• Reviews carrier invoices for accuracy and processes financing requests
• Requests, calculates and processes Well Reports
• Sets up master certificate of insurance within Epic
• Processes and provides premium allocations
• Reviews and resolves Accounts Receivable issues weekly with input from Account Executive/Producer
• Works with clients and carriers on final audits
• Oversees and delegates work to Assistant Account Manager and Account Representatives
• Collects fees, reconciles and resolves outstanding balances within 90 days of invoicing date
• Complies with agency management system data standards and data integrity
• Other duties as assigned

Kenntnisse

Verbal communication

Written communication

Teamwork

Customer service

Leadership

Time management

Microsoft Office

Ausbildung

Associate's degree

Equivalent experience

Tools

Epic insurance software

Jobbeschreibung

SUMMARY

Supports the Account Executives in the day-to-day servicing of Energy & Marine related accounts.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Exhibits proven competence in all Assistant Account Manager duties and knowledge requirements;

Compiles renewal requests to the clients and completes marketing submissions as directed by the Account Executive;

Generates insurance proposals, summaries of insurance and policy schedules as needed;

Manages the renewal of non-oil and gas lines of coverage, crime bonds and miscellaneous coverages that do not renew with the majority of the account;

Discusses and resolves coverage issues for clients under the direction of the Account Executive;

Reviews quotes for accuracy, requests, reviews and processes binders;

Reviews carrier invoices for accuracy and processes any requests for financing;

Requests, calculates and processes Well Reports;

Sets up master certificate of insurance within Epic;

Processes and provides premium allocations;

Reviews and resolves any Accounts Receivables issues on a weekly basis with input from the Account Executive and/or Producer;

Works with clients and carriers on processing final audits;

Oversees and delegates work to the Assistant Account Manager and Account Representatives;

Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;

Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Associate's Degree or equivalent combination of education and experience

Six (6) or more years related work experience

Experience with oil and gas insurance a plus

Valid Insurance License

Must continue to meet Continuing Education requirements for license renewal

SKILLS

Excellent verbal and written communication skills

Ability to work within a team and to foster teamwork

Excellent customer service skills, including telephone and listening skills

Good leadership, problem solving and time management skills

Ability to prioritize work for multiple projects and deadlines

Proficient in Microsoft Office Suite

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