Account Manager - Personal Lines
6 days ago
Melville
Job Description • Reviews client exposures, loss experience and current coverage and recommends appropriate products and services. Presents clients with accurate market data from appropriate resources to advice and counsel on complex risks., • Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions in a timely manner., • Manages client accounts receivables to ensure timely collection of premiums and payments to carriers., • Understands, introduces, and leverages the services of PCS Specialty Practices areas, as appropriate, including surplus lines placements., • Conduct client renewal reviews., • Implements and maintains a quality service plan ensuring the accuracy of binders, policies, and other relevant documents that are delivered to clients., • Communicates client’s risk solution and binding instructions to carriers., • Accountable for client retention through delivery of exceptional client service., • Provide a high level of client service daily., • Experience with Travelers, Safeco, NYCM, AIG, Chubb, Cincinnati, Berkley One, Citizens and PURE would be preferred.REQUIRED SKILLS/QUALIFICATIONS, • High School Diploma required / College Degree preferred, • NYS Property and Casualty Insurance License, • EPIC Agency Management Experience, • Three Years or More of Experience in Personal Lines and/or Private Client, • Exceptional computer skills (Microsoft Office Suite –Word, Excel, Outlook, etc.), • Ability to prioritize workload according to volume, urgency, and deadlines, etc., • Strong organizational skills and high attention to detail, • Work collaboratively with others, • Ability to be discrete and maintain confidentiality on a wide range of issues, • Strong ability to communicate both verbal and written, • Resourceful and proactive
Arianna T.Active 2 months ago