Commercial Lines Adccount Manager Constructtion

ThinkingAhead; Buffalo (NY); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

3 weeks PTO (prorated)

Company 401K starting Day 1

Educational support

Hybrid schedules

Competitive salary and referral bonus

Medical, Dental, Vision benefits

Job summary

ThinkingAhead in Buffalo, NY seeks an experienced Insurance Account Manager to handle renewals, proposals, binders, certificates, and client communications. You will deepen carrier and client relationships, prepare marketing submissions, and help grow the book through cross-sell opportunities.

We value detail, accuracy, teamwork, and a customer-first attitude. A Property/Casualty license and solid knowledge of insurance products are required, with hybrid schedule options and comprehensive

Qualifications

• 3+ years experience in insurance customer service or account management.
• Property/Casualty license (all lines) required or in process.
• Strong knowledge of insurance products, documents and usage.
• Proficient in Word, Excel, Outlook; EPIC experience preferred.
• Ability to work independently and in a team.

Responsibilities

• Manage an established book of business including renewals, summaries, binders, certificates and proposals within designated timelines.
• Conduct consultative conversations with Commercial clients and maintain carrier relationships.
• Obtain non-marketed renewal quotes, complete renewal processes, and handle non-renewals and cancellations for cause.
• Identify cross-sell and up-sell opportunities and expand responsibilities as requested.

Skills

Insurance experience

License: Property/Casualty

Computer skills

Attention to detail

Team player

Communication

Education

College degree or equivalent

Tools

Word

Excel

Outlook

Applied/EPIC

Job description

• Manage an established book of business assigned specifically to you which would include renewals, providing summaries, ordering and issuing binders, certificates, policies, proposals and other insurance documents within designated timelines.
• Conduct consultative conversations with a Commercial client base; establish & maintain carrier and client relationships.
• Obtaining non-marketed renewal quotes from existing carriers, completing renewal processes and hadle non-renewal and cancellations for cause; prepare complete marketing submissions on existing clients as needed.
• Mainains consistent and dependable attendance, availability, and punctuality as required to effectively perform the essential functions of the position.

Other Functions Of The Job

• Identify cross sell and up-sell opportunities as appropriate.
• Expand and grow in your role when supporting miscellaneous duties as requested.

Skills / Traits That We Value For This Role

• Insurance experience in customer service or account management for 3 years or more.
• Property/Casualty License (all lines).
• Relevant knowledge of insurance products, documents and usages.
• Computers skills are a must! Word, Excel and Outlook. Applied/EPIC experience is preferred.
• Ability to work well independently and on a team.
• Incredible attention to detail and organizational skills.
• Open to continuing education, college degree or equivalent industry designations.
• Positive attitude, even in a fast-paced environment.
• A passion to make customers and coworkers feel important and valued.
• Capability to work quickly and efficiently.
• Methodical, yet swift decision-making skills.
• Precise communication skills, even under time constraints.

A Bit About

• We are not a call center environment.
• We achieve success by building genuine relationships together, with our teams and clients.
• We are a family-owned insurance broker (70+ years!).
• We are deeply committed to the communities we serve and love to get involved.
• We work hard and play hard!

Why ?:

• Competitive salary and referral bonuses!
• Expansive Benefits (Medical, Dental, Vision—and SO many more).
• 3 weeks of PTO (prorated based on start date) AND a generous holiday schedule – available 1st day!
• Company 401K contribution received starting Day 1 (for participants 21+ years old).
• Educational support, career development, and growth opportunities.
• Job Security (we've never had a lay-off, even during the pandemic).
• Flexibility, including hybrid schedules! Business hours 8am-4:30pm.
• Comfortable, family-oriented culture, with an emphasis on work life balance.
• Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities).
• Fulfilling opportunities that align with your career path and our business needs.