Commercial Lines, Sr. Account Manager (Plainview, NY or remote)

About the Role

Key Responsibilities

• Manage an assigned book of business, maintaining relationships with carrier and client contacts.
• Lead client meetings for accounts assigned to them.
• Manage the renewal and marketing process from start to finish in collaboration with Account Executives and Advisors.
• Communicate directly with clients and carriers in collaboration with the Account Executive or Advisor/Client Executive.
• Create and maintain client files according to office procedures and keep client policy records in the agency management system.

Requirements

• Customer-focused with the ability to establish and maintain effective relationships.
• Experience with EPIC or similar agency management systems required.
• Intermediate proficiency in Microsoft Office products, specifically Word, Excel, and Outlook.
• Polished verbal and written communication skills, including strong business writing skills.
• Highly organized with excellent communication skills.
• Self-confident with the ability to make sound independent decisions.
• Ability to interact successfully with a variety of people and work both independently and in a team environment.
• Ability to handle situations professionally and courteously.
• Ability to prioritize multiple tasks to meet deadlines.
• Strong analytical and problem-solving skills.
• Attention to detail, decision-making skills, and problem resolution abilities.
• Flexibility and adaptability to changing priorities, deadlines, and technology.
• Willingness to work overtime as necessary.
• High school diploma or equivalent; additional training or education preferred.
• More than seven years of Commercial Lines and industry experience.
• Ability to understand and assess policy forms and endorsements.
• Proficiency in Outlook, Word, and Excel.
• CRM experience required; EPIC experience highly desired.
• P&C Insurance License required upon hire.

Nice to Have

• EPIC experience.

Qualifications

• High school diploma or equivalent.
• More than seven years of Commercial Lines experience.
• P&C Insurance License upon hire.

Benefits & Perks

• Competitive salary, PTO & paid holidays.
• 401(k) with match.
• Exclusive discount programs.
• Health & wellness programs.
• Base salary range of $80,000 - $100,000, determined by experience and other factors.
• Performance-based incentives may be available.