Commercial Insurance Account Manager

Commercial Insurance Account Manager Purchase, NY Job Details $56,750.00 - $101,279.75 a year 1 day ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance Volunteer time off Referral program Qualifications Microsoft Word Computer operation Managing customer accounts Microsoft Excel Customer relationship building Microsoft Outlook Upselling Mid-level Client relationship development Property & Casualty License Cross-selling Decision making Account management Communication skills Consultative selling Full Job Description These are the fun damental components of the job: Manage an established book of business assigned specifically to you which would include renewals, providing summaries, ordering and issuing binders, certificates, policies, proposals and other insurance documents within designated timelines Conduct consultative conversations with a Commercial client base; establish & maintain carrier and client relationships Obtaining non-marketed renewal quotes from existing carriers, completing renewal processes and handle non-renewal and cancellations for cause; prepare complete marketing submissions on existing clients as needed Other fun ctions of the job: Identify cross sell and up-sell opportunities as appropriate Expand and grow in your role when supporting miscellaneous duties as requested Skills / traits that we value for this role: Insurance experience in customer service or account management for 3 years or more Property/Casualty License (all lines) Relevant knowledge of insurance products, documents and usages Computers skills are a must! Word, Excel and Outlook. Applied/EPIC experience is preferred Ability to work well independently and on a team Incredible attention to detail and organizational skills Open to continuing education, college degree or equivalent industry designations Positive attitude, even in a fast-paced environment A passion to make customers and coworkers feel important and valued Capability to work quickly and efficiently Methodical, yet swift decision making skills Precise communication skills, even under time constraints A bit about Lawley! We are not a call center environment We achieve success by building genuine relationships together, with our teams and clients We are a family owned insurance broker (nearly 70 years!) We are deeply committed to the communities we serve and love to get involved We work hard and play hard!!! Why Lawley? Competitive salary and referral bonuses! Expansive Benefits (Medical, Dental, Vision—and SO many more) 3 weeks of PTO (prorated based on start date) AND a generous holiday schedule - available 1st day! Company 401K contribution received starting Day 1 (for participants 21+ years old) Educational support, career development, and growth opportunities Job Security (we've never had a lay-off, even during the pandemic) Flexibility, including hybrid schedules! Business hours 8am-4:30pm Comfortable, family-oriented culture, with an emphasis on work life balance Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities) Fulfilling opportunities that align with your career path and our business needs The compensation range for this position takes many factors into consideration including but not limited to: years of experience/training, skill set, and licenses/designations. It is not typical for an individual to be hired near the top of the range for a position as circumstances and location can vary in every hiring situation. A reasonable estimate of the current range is $56,750.00 to $101,279.75.