About the RoleWe are seeking a skilled Account Manager to join our dynamic Insurance team in Whippany, NJ.
Key Responsibilities Include - Serve as primary day-to-day client contact; Manage client service needs; Present custom solutions to clients and prospects in a clear and professional manner
- Communicate client needs to account management team and coordinate client services, including but not limited to:
- Claims reviews
- Renewal strategy meetings
- Analyze client risk profile and develop marketing strategy with team and client
- Analyze all client documents (including quotes, binders, policies, endorsements), recommending changes or amendments for improvement
- Cultivate local carrier relationships to support company visibility and credibility in the construction insurance marketplace
- Participate in off-site carrier, client, and prospect meetings as required
- Conduct research, compiles information into presentation format
- Assist with training and overseeing Account Associates
- Review, analyze, process and follow-up with clients regarding:
- Subcontractor certificate/endorsements
- Final renewal letter request
- Final proposal of insurance
- Premium finance quotes and agreements
- Certificate checklist and special account handling instructions
- Experience modification analysis and projections
- Bind insurance coverages, address binding subjectivities, and convert proposals of insurance to summaries of insurance post binding
- Conduct in-depth data analyses (Exposures, losses, premiums, rates, collateral, mod, deductible levels)
- Identify key individuals within the client's organization and build and maintain effective and sustainable relationships
- Maintain ongoing communication with clients and industry partners to ensure a high-level of customer service.
- Provide backup for other team members during their absence
- Maintain insurance license & CE requirements
- Additional responsibilities as required
Skills & Experience That Lead to Success: - Time management and ability to prioritize work
- Professional written and verbal communication
- Proficient in Applied Epic, Microsoft Office product suite, and Adobe Pro systems
- Strong technical property and casualty knowledge, typically 2 to 5 years industry experience.
Additional/Preferred Qualifications: - Valid driver's license and reliable transportation required
- Ability to travel as required
What You Can Expect From Us: - Comprehensive Benefits Package
- Collaborative and innovative environment
- Culture of continuous learning and professional development
- Competitive salary package ($80,000-100,000 commensurate with experience)
- 401k with above-average employer match of up to 5% of your salary
- Leadership training and support
- Work/Life Balance (Summer Fridays, flexible work arrangements and mental health services)
- Education and Student Loan Assistance
