Renewal Analysis/loss analysis and prepping entire account for renewal quotes
Prepare and issue Binders, Policies, Endorsements and follow up for missing subjectivities
Some Rating analysis is required for renewal prep work and underwriting thought process
Review and analyze Endorsement requests, escalate issues as required, process endorsements
Complete Underlying policy analysis on each Excess policy and send for UW review. (Terms and Conditions, exposures, general information, aggregates etc.)
Serve as a point of contact for brokers and provide optimal customer service experience on behalf of the company
Careful adherence to compliance standards and excellent maintenance of account files, underwriting documentation
Participation in projects, as needed

Experience as a Commercial Insurance Account Manager (or related) at a carrier or brokerage required
Comfortable level of knowledge of the following insurance coverages: Commercial Excess Liability, Commercial Primary General Liability, Workers Compensation, & Auto Excess & Surplus experience a plus
College Degree preferred
Strong Customer Service orientation and Relationship Building skills required
Effective Communication Skills / Written and Verbal
Strong technical ability
Ability to work in a fast-paced and high volume work environment
Professional Demeanor
Proficiency in Microsoft Word, Excel, and Power Point Software.
Knowledge of ImageRight, other insurance platforms also desired

Excess Casualty Wholesale Account Manager

Key skills