Varney Agency · 15 hours ago
Commercial Lines Account Manager
Varney Agency Inc. is seeking a full time Commercial Lines Account Manager for their Manhattan, NY location. The role involves servicing and maintaining a complex book of business, requiring strong interpersonal skills and in-depth knowledge of commercial insurance products.
Financial ServicesInsurance
Responsibilities
To service and maintain a CL book of business (large accounts with complex needs) including application preparation and submission, policy renewals, proposal preparation, invoicing, certificate of insurance, etc
High proficiency in CL coverages and familiarity working with Large CL accounts
Strong knowledge of New York & New Jersey insurance markets
Strong interpersonal skills and the ability to build long term relationships with clients, producers, underwriters and business partners
High competency in the quoting process and placing new and renewal business
Ability to cultivate and build close relationships with underwriters in NY/NJ market
Ability to complete marketing summaries with substantive feedback regarding results re: outcome with carriers
Comfortable and skilled with calling underwriters to sell accounts
Ability to prepare professional, detailed, accurate proposals
Maintaining proper workflow, documentation and service delivery
Assisting with CSR tasks when necessary
Ability to evaluate and understand each individual client's risk, identify coverage gaps, and recommend appropriate solutions
In depth technical knowledge of commercial insurance products and coverages, and ability to act as a technical resource for both client and Producer
Ability to review contract specifications and identify coverage needed
Qualification
Required
5+ years experience in Commercial Property & Casualty; Large Commercial experience a plus
P&C License required
Proficient with computer technology, Agency Management System; EPIC and Indio experience a plus
Proficiency in Microsoft Excel, PowerPoint, and Word
Ability to concentrate in a fast paced, high volume environment with high accuracy is required
Ability to evaluate and prioritize workflow effectively in order to meet deadlines
Preferred
High proficiency in CL coverages and familiarity working with Large CL accounts
Strong knowledge of New York & New Jersey insurance markets
Strong interpersonal skills and the ability to build long term relationships with clients, producers, underwriters and business partners
High competency in the quoting process and placing new and renewal business
Ability to cultivate and build close relationships with underwriters in NY/NJ market
Ability to complete marketing summaries with substantive feedback regarding results re: outcome with carriers
Comfortable and skilled with calling underwriters to sell accounts
Ability to prepare professional, detailed, accurate proposals
Maintaining proper workflow, documentation and service delivery
Assisting with CSR tasks when necessary
Ability to evaluate and understand each individual client's risk, identify coverage gaps, and recommend appropriate solutions
In depth technical knowledge of commercial insurance products and coverages, and ability to act as a technical resource for both client and Producer
Ability to review contract specifications and identify coverage needed