Account Manager - Real Estate

November 7

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Risk Strategies Company

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Insurance • Brokerage • Property & Casualty • Employee Benefits • High Net Worth

5001 - 10000

Description

• Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations • Leveraging commercial P&C insurance knowledge and expertise to actively service existing accounts and cross sell/round out current accounts • Underwriter new program submissions to determine eligibility. • Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in EPIC accordingly • Nurturing professional relationships through the facilitation of personal client meetings and consistent client contact • Participating in the retention of renewal business. • Interacting with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance products • Ensuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timeline • Reviewing current policies and providing recommendations regarding placement options. • Utilizing coverage checklists and a network of industry contacts to determine appropriate coverage and premiums

Requirements

• 3 years+ Commercial Lines client management experience • Valid P&C brokers’ license • College degree preferred • Industry specific designations preferred- CISR, ARM or similar • Proficient in insurance agency management systems, EPIC preferred • Knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures & experience reporting