Jobs · Business Development · New York

Senior Property & Casualty Account Manager

Community Financial System, Inc. · Syracuse, NY · 1 mo ago
Business DevelopmentFull-time

Responsibilities

  • Develop and maintain good working relationships with clients.
  • Introduce and promote new products through communication with clients.
  • Increase the profitability of existing product lines by encouraging clients to use added-value services wherever possible.
  • Consult on the most effective coverage for a particular need.
  • Deliver good customer service by responding swiftly to queries and concerns from clients.
  • Communicate with colleagues & carrier representatives to maintain knowledge of new and existing products and online quoting platforms.
  • Prepare complete and accurate submissions to insurance carriers including narrative & loss analysis.
  • Follow-up with Insurance Carriers to ensure they have adequate information to deliver a timely quote.
  • Work with producers, obtain additional information from clients required for Insurance Carriers offering quotes.
  • Check quotes against Agency Management System for accuracy of coverage.
  • Review, update, input quoted data into company proposals.
  • Bind coverage and update Agency Management System to reflect issuance instructions.
  • Work within team, other departments and with Producer or Account Executive to discuss the execution of strategies.
  • Participate in meetings with Carriers to obtain knowledge of markets.
  • Ensure compliance with procedures of OneGroup by keeping up to date with all changes.
  • Negotiate with underwriters to amend policies where necessary in order to meet client needs.

Requirements

High school diploma or equivalent required. Bachelor’s degree preferred. Minimum of 5 years of experience in insurance or risk management, preferably in a client-facing role. Strong interpersonal and communication skills. Proficiency in Microsoft Office Suite. Knowledge of insurance products and industry trends. Ability to manage multiple tasks simultaneously and prioritize accordingly. Strong analytical and problem-solving skills. Experience with agency management systems and online quoting platforms. Valid driver’s license and reliable transportation.

Qualifications

Excellent customer service skills. Strong attention to detail. Ability to build and maintain strong client relationships. Proven ability to consult and recommend effective coverage solutions. Familiarity with insurance industry regulations and compliance requirements. Proficiency in using insurance carrier quoting systems.

Skills

  • Strong communication and interpersonal skills
  • Proficiency in Microsoft Office Suite
  • Knowledge of insurance products and industry trends
  • Ability to manage multiple tasks simultaneously
  • Strong analytical and problem-solving skills
  • Experience with agency management systems and online quoting platforms
  • Valid driver’s license and reliable transportation

Benefits

Competitive compensation package including base salary, bonus potential, and benefits such as health insurance, retirement plans, and paid time off.

Pay

Salary range: $60,000 - $90,000 annually.

Schedule

Hybrid work schedule combining remote and in-office work options.

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