Commercial Lines Account Manager (Large Lines-Remote in NY only)
- $100,000 - $125,000
- Buffalo, NY
- Remote
A bit about us:
We strive to be the partner of choice for customers, insurance carriers and employees looking for long-term relationships built on a foundation of trust. This is supported by our core beliefs that help us act as voice and one vision.
Why join us?
We have local clients to global clients and attribute our growth to our reputation of taking care of all of their insurance needs.
Job Details
Primary Responsibilities:
Manage a designated book of large lines business, including policy renewals, preparing coverage summaries, and processing binders, certificates, proposals, and insurance documents in a timely manner.
Conduct consultative discussions with commercial clients to assess needs and deliver tailored insurance solutions.
Build and maintain strong relationships with clients and insurance carriers.
Obtain renewal quotes from current markets, process renewals, and handle cancellations or non-renewals when necessary.
Prepare complete marketing submissions for existing accounts as required.
Additional Responsibilities:
Identify opportunities for cross-selling and up-selling appropriate coverages.
Provide support with miscellaneous tasks as needed, contributing to team and agency growth.
Desired Skills and Qualifications:
Minimum of 3 years’ experience in insurance customer service or account management.
Experience with very large lines of commercial insurance.
Active Property & Casualty License (all lines).
Strong knowledge of insurance products, terminology, and document processing.
Proficient in Microsoft Office applications (Word, Excel, Outlook); experience with Applied/EPIC is preferred.
Ability to work effectively both independently and collaboratively.
Excellent organizational skills with strong attention to detail.
Commitment to professional development; college degree or industry designations preferred.
Positive attitude and resilience in a fast-paced work environment.
Strong customer service mindset with a passion for delivering a positive client experience.
Ability to prioritize and execute tasks efficiently.
Clear and professional communication skills, even under pressure.
Manage a designated book of large lines business, including policy renewals, preparing coverage summaries, and processing binders, certificates, proposals, and insurance documents in a timely manner.
Conduct consultative discussions with commercial clients to assess needs and deliver tailored insurance solutions.
Build and maintain strong relationships with clients and insurance carriers.
Obtain renewal quotes from current markets, process renewals, and handle cancellations or non-renewals when necessary.
Prepare complete marketing submissions for existing accounts as required.
Additional Responsibilities:
Identify opportunities for cross-selling and up-selling appropriate coverages.
Provide support with miscellaneous tasks as needed, contributing to team and agency growth.
Desired Skills and Qualifications:
Minimum of 3 years’ experience in insurance customer service or account management.
Experience with very large lines of commercial insurance.
Active Property & Casualty License (all lines).
Strong knowledge of insurance products, terminology, and document processing.
Proficient in Microsoft Office applications (Word, Excel, Outlook); experience with Applied/EPIC is preferred.
Ability to work effectively both independently and collaboratively.
Excellent organizational skills with strong attention to detail.
Commitment to professional development; college degree or industry designations preferred.
Positive attitude and resilience in a fast-paced work environment.
Strong customer service mindset with a passion for delivering a positive client experience.
Ability to prioritize and execute tasks efficiently.
Clear and professional communication skills, even under pressure.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.