New York Licensed Senior Account Manager

A company is looking for a Commercial Lines Senior Account Manager to manage client accounts and oversee the renewal and marketing processes.

Key Responsibilities

Manage an assigned book of business and maintain relationships with clients and carrier contacts

Oversee the renewal and marketing process in collaboration with Account Executives and Advisors

Create and maintain client files and policy records in the agency management system

Required Qualifications

High school diploma or equivalent required; additional training or education preferred

More than seven years of Commercial Lines and industry experience

Proficiency in agency management systems, specifically EPIC, and Microsoft Office products

P&C Insurance License required upon hire

Strong ability to understand and assess policy forms and endorsements