NY Licensed Commercial Lines Account Manager

Criterion Executive Search, Inc.; Town of Malone (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

Criterion Executive Search, Inc. is seeking a Commercial Lines Insurance Account Manager for a growing independent insurance agency.

You will respond to daily client service needs, conduct thorough renewal reviews, and advise on coverage when needed, ensuring data is correctly entered upon binding. You will also prepare renewal proposals, expand existing accounts through cross-selling, and coordinate with the producer for client meetings.

Qualifications

• 3+ years of Commercial Lines Account Management experience.
• Must be P&C licensed in New York.
• Experience in Applied Epic (preferred).
• Proficiency in Microsoft Office Suite.
• Remain current on insurance knowledge and various industry developments.

Responsibilities

• Respond to daily service needs of clients.
• Performs renewal reviews thoroughly and timely and makes coverage recommendations.
• Assures that all pertinent data is properly input in the computer upon binding.
• Prepares renewal proposals.
• Rounds out existing accounts and cross sells to client other services provided by the agency.
• Meets with clients in coordination with the producer as needed.

Skills

Microsoft Office Suite

Account management exp

Insurance knowledge

Tools

Applied Epic

Job description

Criterion Executive Search, Inc. is seeking a Commercial Lines Insurance Account Manager for a growing independent insurance agency.

You will respond to daily client service needs, conduct thorough renewal reviews, and advise on coverage when needed, ensuring data is correctly entered upon binding. You will also prepare renewal proposals, expand existing accounts through cross-selling, and coordinate with the producer for client meetings.