Account Manager

🕒 April 21

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Novatae Risk Group

WebsiteLinkedInAll Job Openings

51 - 200 employees

Insurance • Financial Solutions • Healthcare

Novatae Risk Group is a modern specialty insurance distributor that offers innovative insurance solutions across various industry sectors. As a leading Managing General Agent (MGA), program underwriter, and Lloyd's Coverholder, Novatae collaborates with responsive brokers, underwriters, and program managers to provide exclusive underwriting solutions from over 500 global insurers. They specialize in a wide range of coverages including casualty, construction, cyber liability, environmental risks, and more, emphasizing a reimagined approach to specialty insurance.

📋 Description

• Cultivate and maintain strong relationships with clients, understanding their unique insurance needs. • Serve as the primary point of contact for client inquiries, concerns, and policy changes. • Collaborate with underwriters to tailor insurance solutions to meet client requirements. • Oversee the entire policy lifecycle, from initial client engagement to policy issuance and renewals. • Review policy terms, conditions, and coverage options, ensuring accuracy and compliance. • Proactively address policy-related issues and coordinate with the appropriate teams to resolve them. • Conduct in-depth risk assessments to identify potential exposures and coverage gaps. • Analyze market trends, insurance products, and competitive offerings to make informed recommendations. • Ensure compliance with all relevant insurance regulations and guidelines. • Maintain accurate and up-to-date client records, policy documentation, and communication logs.

🎯 Requirements

• Prior experience in Wholesale Insurance or a related field is highly desirable. • Demonstrated success in managing client relationships and insurance portfolios. • A valid insurance license, as required by state regulations. • Relevant industry certifications, such as Certified Insurance Counselor (CIC), are a plus. • Strong interpersonal and communication skills. • Excellent problem-solving and analytical abilities. • Proficiency in insurance software and CRM systems. • Attention to detail and a high level of accuracy. • Ability to work effectively in a team environment. • Professional judgment and reliability, including consistent follow-through and accountability. • Adaptability and flexibility in a fast-paced, production driven setting. • Effective time-management and organizational skills to balance multiple priorities. • Proactive mindset and initiative, with the ability to anticipate needs and identify solutions. • Emotional intelligence and professionalism when interacting with colleagues, clients, and partners. • Clear written and verbal documentation skills for accurate internal communication and recordkeeping. • Strong ethical standards and respect for confidentiality and compliance requirements. • Willingness to learn and grow, including staying current with industry practices and internal procedures.

🏖️ Benefits

• Equal Employment Opportunity: celebrating and supporting diverse backgrounds and experiences