Account Manager - Business Insurance Emerging Brokerage

Join Our Esteemed Insurance Brokerage

Company Overview

With a legacy of excellence spanning over a century, we stand as a premier insurance brokerage renowned for our leadership in the industry. Our diverse portfolio includes a wide array of clients, from innovative start-ups to some of the most forward-thinking organizations globally. Here, your expertise can significantly influence not only our clients’ success but also your own professional trajectory.

We are deeply committed to fostering the comprehensive development of our team members. Our exceptional benefits, abundant opportunities, and a culture rooted in inclusivity and collaboration create an environment tailored for your career advancement.

As an employee-owned entity, we prioritize sustainable growth and client success, empowering you to build long-term wealth through our Employee Stock Ownership Plan (ESOP). Join us to become not just an employee but an integral part of our collective future.

Role Summary

Our Emerging Business practice is on the lookout for a dedicated Account Manager. In this pivotal position, you will oversee the placement, renewal, and servicing of both new and existing business accounts. Acting as a representative of our firm, you will leverage your technical proficiency and market insights to facilitate discussions with Account Executives and clients, collaborating closely to drive strategic initiatives and improve operational efficiency.

Key Responsibilities

• Manage a designated book of business generating revenue of at least $1,000,000 or an appropriate blend of revenue and complexity.
• Maintain awareness of coverage options and market trends relevant to your portfolio and articulate this information effectively to clients.
• Collaborate with Account Assistants, Account Coordinators, and Account Executives, partnering with Producers as needed.
• Create and present client deliverables, while actively participating in planning activities.
• Successfully manage multiple clients in accordance with P&C practice service standards to ensure retention.
• Lead the Marketing and/or Renewal process, which includes gathering necessary information from markets and clients, evaluating client coverage documents, developing specifications, securing quotes, and negotiating terms to provide informed recommendations.
• Engage in strategic account overviews, obtaining information from markets and clients, and reviewing documentation pertinent to client needs.
• Cultivate and sustain positive relationships with clients, carriers, and team members.
• Perform timely policy and contract reviews, clearly conveying details to clients both verbally and in writing.
• Demonstrate expertise in marketing and cross-selling additional coverage lines, involving colleagues as necessary for challenging issues or to showcase enhanced capabilities.
  
  

Required Skills

• Proficient in managing client relationships, ensuring needs and expectations are met in a timely manner.
• Strong verbal and written communication skills, capable of interpreting complex information for both clients and colleagues.
• Ability to build professional relationships in a fast-paced, client-focused environment while maintaining composure under pressure.
• Proactive in resolving obstacles and identifying suitable solutions to client concerns.
• Willingness to mentor junior staff, serving as a positive role model and nurturing team spirit.
  
  

Qualifications

• A college degree is preferred, though candidates with a high school diploma or equivalent experience will also be considered.
• A minimum of five years of industry experience is required, with a preference for backgrounds in Technology & Life Sciences.
• Familiarity with Property, Casualty, Cyber, and Management Liability Lines is preferred.
• Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook is essential.
• Experience with EPIC is an advantage.
• Exceptional analytical, negotiation, and organizational skills; capacity to multitask and adapt as priorities evolve.
• A Fire & Casualty license is required.
• Candidates must obtain the necessary insurance license(s) within 90 days of hire.
• A valid Driver’s license and reliable transportation are mandatory, along with the ability to travel as required.
  
  

Compensation And Benefits

• Anticipated salary range: \(75,750.00 - \)126,250.00, influenced by geographical location, experience, and expertise.
• Eligible for an incentive program aimed at earning additional compensation equivalent to 8% of salary on an annual basis, contingent upon individual and Company performance.
  
  

Additional Benefits

• Comprehensive Medical, Dental, and Vision coverage.
• 401k Retirement Plan with company match.
• Ownership through our ESOP and profit-sharing options.
• Generous paid vacation, holidays, and sick leave.
• Life Insurance, Short-term and Long-Term Disability benefits.
• Flexible Spending Account (FSA).
• Numerous wellness initiatives and flexible workplace benefits.
• Support for professional development and reimbursement programs.
• Additional perks including discounted event tickets, pet insurance, financial coaching, identity theft protection, and more.
  
  

We are proud to be an Equal Opportunity Employer and are dedicated to fostering a workplace free from discrimination, adhering to all applicable federal, state, and local laws. We ensure reasonable accommodations are available for individuals with disabilities during the application or interview process, as well as for performing essential job functions. Please contact us to request accommodations.

Employment Type: Full-Time