Commercial Insurance Account Manager (hybrid NY or PA)

NFP
Any Location, NY
Category Operations
Job Description
The Account Manager is responsible for servicing client accounts, managing the renewal and marketing process, and developing relationships with clients and carrier contacts. The position requires day to day client servicing and entails a great deal of verbal, electronic and other written communications. The Account Manager will work proactively to effectively and efficiently deliver services to clients and support the Account Management Team as assigned.

Requirements

  • Works proactively to develop relationships with carrier and client contacts
  • Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in
  • Takes the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive

Benefits

  • PTO & paid holidays
  • 401(k) with match
  • exclusive discount programs
  • health & wellness programs
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