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Account Manager - Commercial Lines

The Hotaling Group

3.6 out of 5 stars

Poughkeepsie, NY 12601

$65,000 - $85,000 a year - Full-time

Benefits
Pulled from the full job description

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance

Full job description

Responsible for providing excellent attention to detail of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business and renewal efforts.

Supports in developing new business opportunities for existing clients and prospects
Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer
Analyzes and compares current exposures and develops renewal or new business specifications for marketing
Conducts marketing, negotiates rates, review quotes and coverages for competitiveness and accuracy
Reviews and summarizes marketing results and prepares proposals
Finalizes proposals and presentations
Binds insurance coverage and prepares binders and/or delegate certificates
issuance
Reviews policies for accuracy and review contracts
Prepares summaries and/or schedules of coverage for clients
Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections
Participates in the claims process as directed by management, including claim submission and follow-up
Provides technical guidance to staff assisting with client needs or procedural issue
Notifies producers of pertinent information related to client retention
Engages in optimal and appropriate usage of applicable agency management system
Other duties as assigned