Dynamic Commercial Lines Account Manager - Renewals

Oak Tree Insurance; New York (NY); Sur place; USD 70 000 - 90 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Communication skills

Proactive attitude

Multitasking

Independent & team work

Problem solving

Attention to deadlines

Property and Casualty License

Formation

Property and Casualty License

Outils

Applied Epic

Excel

Microsoft Word

Description du poste

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.