Account Manager – Global Specialty Financial Lines

Role Overview

• Responsible for supporting the Underwriter in the sales acquisition process through a variety of services that may include account coordination, new business and renewal policy essential services, report ordering, preliminary classification of new business, and data collection.
• Examine correspondence and applications to determine if changes are needed and make the necessary changes for quoting or underwriting review.
• Responsible for reviewing, preparing work orders for rating and issuing policies.
• Applies screening criteria in accordance with guidelines.
• Communicates with customers to obtain needed and required underwriting information and resolves problems.
• Supports sales efforts and strategies.
• Effectively balance quality, and timeliness while working alongside the Underwriter to manage a book of business.
• Multi-task, prioritize and manage daily work activities.
• Maintains an effective pending/diary/follow-up system.
• Maintains a professional/organized work area.
• Understands and supports organizational vision and strategy.
• Understands and aligns own work plans, activities and decisions to help fulfill all commitments within established timeframes.
• Possesses the necessary knowledge of business concepts to achieve business results.
• Works effectively – is autonomous and thinks critically.
• Manages time and workload efficiently: balances multiple priorities to fulfill all commitments within established timeframes.
• Embraces change -identifies the benefits and opportunities of change and quickly alters approaches to implement and support change efforts.
• Words and actions are consistent; demonstrates company core values and principles.
• Supports others who request assistance and/or information.
• Builds effective relationships with co-workers and both internal, external customers.
• Acts with appropriate urgency when responding to customer inquiries or requests.
• Serves as the Single Point of Contact for agents on service related/problem resolution.
• Demonstrates effective communication skills.

Requirements

• Prior Commercial Market Insurance industry experience as an Account Manager, Technical Rater (or similar) servicing accounts at either an insurance carrier or agency required
• Knowledge of Financial Lines products
• D&O, Fiduciary, Crime, EPL a plus
• Commercial Rating experience
• Strong Customer Service Orientation and Relationship Building skills
• Effective Communication Skills / Written and Verbal
• Strong technical ability and proficiency in utilizing multiple systems
• High attention to detail
• Professional Demeanor
• Works Autonomously
• Ability to shift work efforts quickly and make decisions in a fast past environment
• Proficiency in Microsoft Office Suite
• College Degree preferred

Benefits

• Health insurance
• 401(k) matching
• Flexible work hours
• Paid time off
• Professional development opportunities