Account Manager

• Manage service timelines for designated accounts and/or Sales Executive's accounts as established by agency and Sales

• Recommend tools and resources to mitigate risk as part of the service timeline and needs of our clients.

• Proactively recommend coverage options and supplemental policies to mitigate risk.

• Be proficient with all value-added tools and resources.

• Manage the renewal process as established by the agency.

• With Customer Service Representative and Sales Executive (if applicable) review all applications, policies, endorsements, and

• Review comparisons and quotations for renewals.

• Make individual policy placement decisions based on the needs of the customer, our agency, and the companies we represent.

• Prepare account summaries as required.

• Deliver policies and related documents to insured as needed.

• Keep current on rates, forms and coverage changes through circulars, bulletins, trade publications, seminars and schools offered.

• If applicable, keep Sales Executives and management fully informed of all-important activities on their perspective accounts.

• Round out accounts through quotation of lines not currently written through our agency.

• Refer clients and prospects to other divisions of Marshall & Sterling.

• Collect premiums per established agency procedures.

• Maintain professional accreditation necessary to meet agency standards.

• Participate in continuing education programs when available.

• Build and maintain a favorable and professional work relationship with other staff members.

• Communicate with Supervisor/Manager any issues to ensure excellent customer service.

• Adhere to established employee manual policies and guidelines.

• Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.

• Promptly report all E&O claims and potential E&O claims.

• Maintain confidentiality in all aspects of client, staff, and agency information.

• Perform other duties and projects as assigned.

• College degree preferred, high school diploma or equivalent required.

• Pursuing or already have an insurance related designation.

• Experience and knowledge of Microsoft Office programs.

• Experience with Vertafore a plus.

• Knowledge of commercial insurance and products is essential.

• Appropriate state insurance licenses and continuing education required.

• Five years of commercial lines customer service and/or sales experience.

• Desire for commission-based compensation.

• Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a

• Demonstrated ability to communicate effectively.

• High level of organizational ability with attention to detail.

• Valid driver's license and acceptable driving record. Requirements:

• College degree preferred, high school diploma or equivalent required.

• Pursuing or already have an insurance related designation.

• Experience and knowledge of Microsoft Office programs.

• Experience with Vertafore a plus.

• Knowledge of commercial insurance and products is essential.

• Appropriate state insurance licenses and continuing education required.

• Five years of commercial lines customer service and/or sales experience.

• Desire for commission-based compensation.

• Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in

• Demonstrated ability to communicate effectively.

• High level of organizational ability with attention to detail.

• Valid driver's license and acceptable driving record.

Marshall and Sterling Inc