Adirondack Trust Company · 2 months ago
Commercial Lines Account Manager
Albany, NY
Full-time
Onsite
Mid Level
$35/hr - $46/hrAdirondack Trust Company is seeking a Commercial Lines Account Manager who will serve as the inside sales and service representative for commercial insurance clients. The role involves effective communication with clients, managing their insurance needs, and ensuring the accuracy of insurance policies and coverage terms.
BankingFinancial Services
Responsibilities
Communicate with clients via email and phone regarding their insurance questions and service needs
Create certificate templates and issue required evidences of insurance to both the client and the clients’ customers and vendors
Invoice insurance policies and issue insurance binders
Review and analyze contracts presented by the client. Comparison of contractual requirements to existing policies noting any gaps in coverage and determination of the need for job specific policies
Communicate the need for job specific policies to the client
Order, place, invoice and issue evidence of any project specific policies (OCPs. RRPs, and Builder’s Risk policies)
Cross Sell other policies and products as needed based on program analysis and discussions with clients
Receive requests for policy changes from client, request issuance of policy endorsements from insurance carrier
Review and invoice insurance carrier audits, endorsements, cancellations and any other carrier correspondence for accuracy and then document appropriately in the agency management system
Review policies for accuracy against the proposal presented to the insured, the expiring policies terms and conditions and the agency management system information
Locate and request corrections to insurance carrier errors
Assess client’s insurance program to identify potential gaps and/or uncovered exposures, as well as looking for account rounding and expanded coverage opportunities
Perform special projects or additional duties as assigned
Qualification
Required
Excellent communicator
Expert in commercial lines coverages and service
Facile with the agency's computer systems
Understand the details of assigned clients' insurance program
Document insurance coverage terms and conditions accurately in the agency's management system
Effectively communicate complex insurance concepts to clients
Review and analyze insurance policies to ensure accuracy
Evaluate and assess contractual requirements
Determine impact on the current insurance program
Willing to perform all necessary job functions
Hold all customer information confidentially
Company
Adirondack Trust Company
Welcome to the Adirondack Trust Company.
Founded in 1901
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Robert Loughran
SVP - Chief Information Officer
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