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Account Manager

The Agency Recruiting, Lakewood, NJ, United States


Commercial Lines Account Manager DUTIES AND RESPONSIBILITIES

Assume responsibility for assigned accounts;

Work with Service team to request updated renewal information, from insured clients;

Prepare account submissions, which includes completing applications, supplemental forms, and other information needed for policy renewal;

Assist in preparing proposals and associated materials for Sales presentations;

Obtain binding conditions/subjectivities from clients;

Delegate specified tasks and assignments to support team, as appropriate

Coordinate with service team to issue Certificates of Insurance with appropriate corresponding, required documents upon request;

Document management system

Service accounts in a manner to eliminate E&O exposures;

Maintain regular, pro‑active communication with service team members;

Assume other job responsibilities as assigned

QUALIFICATIONS

Professional work ethic

Excellent Effective oral and written communication skills;

Ability to develop and maintain professional relationships with co‑workers, carriers, vendors and other business contacts;

Possess knowledge of commercial insurance coverages, with the ability to read, analyze and interpret insurance policies, documents and regulations

Ability to apply the concepts of basic accounting

Ability to solve practical problems and deal with a variety of concrete variables

Set priorities and manage workflow to ensure efficient, timely, and accurate processing of all responsibilities

Stay informed regarding industry information, new product developments, legislation, lines of coverage, and technology to continuously improve knowledge and performance

Working knowledge of MS Office

Knowledge of Agency management (AMS360) software system and office equipment is a Plus

Experience:

Commercial Insurance: 3 years required

Commercial Insurance 5-7 years (Preferred)

License:

State Property & Casualty License (Required)

Language:

English

Spanish Bilingual a plus

Work authorization:

United States Required

Work Location:

Remote (NJ)

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