Commercial Insurance Account Manager

Title: Commercial Insurance Account Manager Location: Manhattan, NY (REMOTE) Our client, a Top 50 Property & Casualty Insurance Broker, is seeking an experienced Commercial Lines Account Manager to join their growing team. This position is 100% REMOTE and is open due to growth. The ideal individual will have experience managing middle market accounts (premiums ranging from $30k - $150k), a multimillion-dollar book of business, managing the pre & post-renewal cycle, and will be interacting with clients daily while focusing on retention of the book of business. You will have a team of junior account managers to provide support on the book. Responsibilities: Build and expand relationships with clients by addressing their needs, including the identification and resolution of underwriting or policy issues. Manage the daily account management of client accounts, including processing policies/endorsements, invoicing, certificates of insurance, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis, and responding to coverage questions. Track client account balances and work with the accounting department to ensure prompt payment is executed. Set up new and renewal policies. Manage the delivery of services for clients, leading multiple client teams in the planning, execution, and successful management of services. Handle renewals, service requests, claims, billing, and new policies including marketing of renewal business. Service & monitor accounts and disseminate account activity. Build and solidify relationships with carriers through interaction on assigned accounts. Manage the renewal process for all assigned clients including reviewing loss information, aiding in obtaining updated information, handling renewal applications, remarketing, account rounding, reviewing and negotiating the renewal pricing, and preparing the renewal proposal and binders. Always sell or reach out for new business opportunities to grow your current book of business by asking for referrals. Market renewals & new business as well as collaborate with the marketing department. Review all applications, policies, endorsements, and audits for accuracy. Complete loss/claim analysis and summaries. Document conversations and information provided to and for clients. Communicate and share information with fellow associates regarding coverage issues, market availability, and market conditions. Utilize system capability (EPIC) properly to maintain complete and accurate data and documents. Qualifications: MUST have an active NY Property & Casualty license (REQUIRED). Bachelor's Degree (not required). Proficient with Excel (SOVs, policy comparison, premium comparisons, etc.). 6+ years of Commercial Lines Account Management experience. SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status. #J-18808-Ljbffr

Created: 2025-03-08