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Account Manager in Garden City, NY at Risk Strategies

Date Posted: 10/5/2018

Job Snapshot

Job Description

Are you ready to make a fulfilling career move in the world of Personal Lines/Private Client? Risk Strategies offers a diverse clientele to challenge and engage a motivated Account Manager. Within our stimulating and supportive work environment you will build client relationships and trust, using your expertise and attention to detail. This position offers the opportunity to collaborate with the premier Producers in the country as we continue to grow.  

  • Build and maintain constructive and effective relationships with internal and external customers by meeting and exceeding expectations
  • Apply expertise, empathy, and follow-through to service and retain existing accounts
  • Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files and AMS accordingly
  • Provide technical proficiency to Producers including proposals, suspense, follow-up, etc. to assist clients and achieve agency's business goals. Keep Producers apprised of client status.
  • Role is consultative. Client education and establishing clear timelines are essential skills.
  • Enjoyment of learning new concepts and participating in organizational dialogues

 

Job Requirements

  • 3+ years’ experience of Personal Lines client management experience
  • Valid NY P&C brokers’ license
  • College degree preferred
  • Industry specific designations preferred- CISR, ARM or similar
  • Proficient in insurance agency management systems, AMS 360 and Work Smart preferred
  • Extensive knowledge of Personal Lines underwriting, coverage, rate analysis/procedures & experience reporting