The Hartford · 2 months ago
Excess Casualty Wholesale Account Manager
Scottsdale, AZ
Full-time
Hybrid
Mid Level
$59K/yr - $89K/yrThe Hartford is a leading insurance company dedicated to making a difference and helping others achieve their goals. The Excess Casualty Wholesale Account Manager will serve as a critical partner to underwriting teams, focusing on service experience and book of business management while acting as a key contact for brokers and underwriters.
Auto InsuranceCommercial InsuranceEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceProperty Insurance
Responsibilities
Renewal Analysis/loss analysis and prepping entire account for renewal quotes
Prepare and issue Binders, Policies, Endorsements and follow up for missing subjectivities
Some Rating analysis is required for renewal prep work and underwriting thought process
Review and analyze Endorsement requests, escalate issues as required, process endorsements
Complete Underlying policy analysis on each Excess policy and send for UW review. (Terms and Conditions, exposures, general information, aggregates etc.)
Serve as a point of contact for brokers and provide optimal customer service experience on behalf of the company
Careful adherence to compliance standards and excellent maintenance of account files, underwriting documentation
Participation in projects, as needed
Serve as a critical partner to the underwriting teams within the Middle Market Commercial organization. The individual focuses on service experience & book of business management with primary metrics of retention, profitability & growth, and acts as a key contact for agents and brokers within the assigned territory. The individual maintains and utilizes a strong level of P & C commercial lines industry and market knowledge to contribute to the overall success and profitability of the Commercial organization
Accountable for the overall and entire service experience, facilitating functional experts and delivering a differentiated experience. Penetrates the agency CSR relationship
Builds and maintains relationships with key agency contacts and decision makers through regular interaction regarding new account marketing, renewal retention, quoting and delivery of excellent agency service. Effective at rebuilding “damaged” customer relationships
Accompanies underwriters and sales staff on marketing visits in order to establish working relationship (target: 3 per year)
Prepares submissions for rating and acts as the gatekeeper between the agent, Underwriter and the Operations Service Center
Performs initial prequalification on all new account submissions, generates a summary of all findings and makes a recommendation to pursue or decline
Leads pre-qualification meetings with Underwriter and provides recommendations on new & renewal accounts
Works independently to proactively maintain timeliness of information in the underwriting files
Can negotiate skillfully in tough situations with both internal and external groups. Can win concessions without damaging relationships; focus is on win/win proposition for agents and company when reviewing new or renewal accounts
Support sales efforts through an understanding of Middle Market strategies and industry programs, as well as makeup of assigned book of business and agency territory; clear understanding of sales and business goals, top partner performance, and book mix
Uses strong information gathering and diagnostic skills to solve problems
Coordinate activities for all supporting tasks (Rating, Agent/Broker information, Risk Engineering, etc.) on new business submissions and renewal accounts
Prioritizes territory workload based upon varying service requirements and customer needs of different activities/transactions
Monitors work performance to ensure quality objectives and service commitments are achieved
Facilitates routing of tasks and work between agents, underwriters, service team, and home office team
Backs up other Account Managers as needed. Routes information to and from underwriting teams in the absence of local underwriter
May support various projects as determined by Operations and/or underwriting staff
Qualification
Required
Experience as a Commercial Insurance Account Manager (or related) at a carrier or brokerage required
Comfortable level of knowledge of the following insurance coverages: Commercial Excess Liability, Commercial Primary General Liability, Workers Compensation, & Auto
Strong Customer Service orientation and Relationship Building skills required
Effective Communication Skills / Written and Verbal
Strong technical ability
Ability to work in a fast-paced and high volume work environment
Professional Demeanor
Proficiency in Microsoft Word, Excel, and Power Point Software. Knowledge of ImageRight, other insurance platforms also desired
Preferred
Excess & Surplus experience a plus
College Degree preferred
Benefits
Short-term or annual bonuses
Long-term incentives
On-the-spot recognition
Company
The Hartford
The Hartford is an industry leading provider of property and casualty insurance, group benefits and mutual funds.
Founded in 1810
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1995-12-15IPO
Leadership Team
Christopher Swift
Chief Executive Officer
Recent News
2025-12-09
2025-12-08
EIN Presswire
2025-12-02
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