Commercial Lines Account Manager

🕒 il y a 2 mois

🗽 New York – Distant

🗽 New York – Remote

💵 $45 000 - $50 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💰 Responsable de comptes

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Patriot Growth Insurance Services, LLC

Site WebLinkedInTous les Emplois

1001 - 5000 employés

Fondée en 2019

🛡️ Assurance

💸 Finance

🤝 B2B

💰 Debt Financing en 2022-08

Insurance • Finance • B2B

Patriot Growth Insurance Services, LLC est un leader dans la fourniture de solutions de gestion des risques et d'assurance, axé sur la promotion de la croissance des entreprises et la protection des objectifs personnels. Engagée à offrir un service inégalé, l'entreprise permet aux courtiers locaux de proposer des options d'assurance complètes, adaptées pour répondre aux besoins diversifiés des entreprises et des individus. En s'appuyant sur un vaste réseau de partenaires nationaux, elle se spécialise dans les domaines de l'assurance de dommages aux biens et des avantages sociaux des employés, garantissant ainsi à ses clients la protection et le soutien nécessaires pour poursuivre sereinement leurs objectifs.

Description

• Deliver prompt, accurate, and professional service to clients, Producers, carrier representatives, and internal team members. • Manage day-to-day servicing of assigned commercial accounts, including policy changes, account maintenance, and client support needs. • Rate and quote commercial insurance policies using carrier websites and available agency systems to support new and renewal business. • Handle renewal submissions and assist in the remarketing process to help secure appropriate coverage solutions for clients. • Prepare proposals and supporting materials for Sales Executives and Producers. • Respond to client inquiries, troubleshoot coverage or service-related issues, and coordinate timely resolutions. • Maintain accurate and timely documentation of client interactions, policy activity, and account updates within agency systems. • Support sales teams and new Producers by helping explain commercial lines coverages, products, and service processes. • Develop and maintain working knowledge of evolving insurance products, carrier requirements, and service standards. • Collaborate with internal teams to support workflow management, team priorities, and client retention initiatives. • Support special projects, departmental initiatives, and additional responsibilities as assigned by leadership.

🎯 Exigences

• 3-5 years of commercial insurance customer service, account management, or insurance sales experience preferred. • Active New York Property & Casualty insurance license required. • Experience working with commercial insurance products, coverages, renewals, and carrier rating platforms preferred. • Claims experience helpful but not required. • High school diploma or equivalent required; college degree preferred. • Proficiency with Microsoft Office Suite and agency systems preferred. • Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment. • Excellent interpersonal and written/verbal communication skills. • Ability to establish and maintain strong working relationships with clients, peers, carriers, and internal stakeholders. • Collaborative, client-focused mindset with strong attention to detail and commitment to service excellence. • Authorized to work in the U.S. without sponsorship.

🏖️ Avantages

• Medical, Dental, and Vision Benefits • Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs • Company paid Short-Term Disability, Long-Term Disability and Group Term Life • Company paid Employee Assistance Program • Paid Parental Leave • Paid holidays • Personalized PTO • 401 (k)