Account Manager, Private Client Group

Principal Responsibilities

• Underwrite, market, quote all lines of business for new client opportunities as well as renewals including benchmarking of large renewals
• Create proposal presentations for sales calls/renewals
• Create Applications, Binders, Coverage Summaries, Broker of Record Forms, Proposal and Invoicing, Certificates, and Auto ID cards for accounts sold and/or renewed
• Complete and update New Business and Renewal Checklists as applicable
• Communicate with Producer and Account Executives, where applicable, on any issues/concerns impacting relevant prospect accounts
• Participate in account reconciliation for receivables management
• Maintain exceptional relationships with all levels of client’s decision makers in order to effectively consult and influence the client on insurance issues
• Prepare client renewal strategy including proposals and presentations and ensure that they agree with client’s requests/requirements
• Meet with client as necessary to review coverage information
• Participate in after-hours on-call rotation as assigned
• Remain current on industry trends and information, new product development, legislation, coverages and technology
• Promote teamwork and commitment to department/corporate goals as well as professional standards

Other Functions

• Pursue opportunities to expand coverage for existing accounts
• Adhere to company policies and procedures such as maintaining client files, workflow, standards, processing and other guidelines including the Agency Management System – Sagitta and Document Management System-WorkSmart that conform to company standards
• Attend various internal and external meetings, as required

Requirements

• Valid Property and Casualty License
• Valid Accident and Health License
• Bachelor's degree or equivalent work experience preferred
• CPRM or CPRIA Designation required or must be obtained within two years of date of hire
• Three to seven years (depending on experience and performance) minimum of Private Client Group Brokerage experience
• Proficiency in Microsoft Office Products; Word, Excel and PowerPoint required
• Self-starter, flexible and able to multi-task with minimal supervision
• Strong problem solving, interpersonal, analytical, verbal and written communication skills
• Knowledge of Document Management System (WorkSmart) preferred
• Knowledge of Agency Management Systems (Sagitta) preferred
• Ability to provide effective on-the-job training and to work flexible hours
• Ability to develop and manage key relationships at all levels within the Conner Strong organization along with outside Clients and Carriers
• Ability to work in an ever-changing organization / environment

Compensation

Salary for this position ranges from $80,000.00 - $95,000.00. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Qualifications

• Must be authorized to work in the United States on a full-time basis without Company sponsorship