Client Manager - M3 Placement

POSITION: Commercial Lines Account Manager 

LOCATION: Utica, NY – HYBRID

COMPENSATION: $60,000 - $85,000 plus bonus 

SUMMARY:
Our client located in Utica is hiring for a Commercial Lines Account Manager to join their team. The Account Manager will partner with clients to understand their needs, business goals and align services to meet their business objectives. They will provide an exceptional experience to clients and continuously strive to understand how to better address risk. The Account Manager will focus on Property & Casualty accounts and work in tandem with a well-established and growing team.

The Account Manager must enjoy building relationships, solving problems for clients, and possess excellent organizational, communication and listening skills. This is a great opportunity for someone with commercial lines Account Manager experience or someone working in commercial lines property and casualty who is seeking to work more hands-on with clients. Underwriting backgrounds are welcome!

Our client has a strong history in the community and is recognized as an employer of choice. They offer a hybrid work environment that allows employees to collaborate with their teams and engage in the company culture, while maintaining a healthy work life balance.

Responsibilities: 

• Build and maintain relationships with clients aimed at addressing risk, achieving client business goals and retention of client accounts.
• Provide exceptional client service through expert, timely and consultative communication to clients.
• Provide technical consultation to handle coverage needs, and conduct exposure analysis for assigned clients.
• Inform and educate clients about coverage, exclusions and exposures.
• Assist with preparing proposals and applications and submit to clients and carriers. 
• Work closely with carriers to negotiate policies and coverage for clients
• Ensure all documentation, certificates, and endorsements are handled accurately.
• Collaborate with team members to include providing technical support to Producers and delegating tasks to support team members.  
• Assist clients in making appropriate coverage changes while educating clients throughout the process to ensure client satisfaction.

Requirements:

• Active Property and Casualty license
• Bachelors Degree or equivalent experience
• Demonstrated experience  providing exceptional client service to commercial  lines accounts within property and casualty OR demonstrated experience in commercial lines property and casualty and a strong passion for  building relationships with clients
• Excellent at solving problems
• Strong Organization Skills
• Ability to prioritize multiple client accounts
• Excellent communication skills
• Proficiency in MS Office
• Ability to learn new technology

• Strong analytical skills and attention to detail