Account Manager - Professional Liability/Financial Lines

Account Manager - OA09HN

We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.

This role will have a Hybrid work schedule, with the expectation of working in an office (Danbury CT, Hartford, CT, Lake Mary, FL, San Antonio, TX) 3 days a week (Tuesday through Thursday).

Supports Underwriting in the sales acquisition process. Serves as the point of contact for agents in handling inquiries and requests. Communicates with customers to request needed information and resolves problems. Provides support for Financial Lines new business and renewal policy account coordination, review, essential services, rating, prepare work orders for quoting and issuance of middle market business.

• Responsible for supporting the Underwriter in the sales acquisition process through a variety of services that may include account coordination, new business and renewal policy essential services, report ordering, preliminary classification of new business, and data collection. Examine correspondence and applications to determine if changes are needed and make the necessary changes for quoting or underwriting review.
• Responsible for reviewing, preparing work orders for rating and issuing policies. Applies screening criteria in accordance with guidelines. Communicates with customers to obtain needed and required underwriting information and resolves problems. Supports sales efforts and strategies.
• Effectively balance quality, and timeliness while working alongside the Underwriter to manage a book of business.
• Multi-task, prioritize and manage daily work activities.
• Maintains an effective pending/diary/follow-up system.
• Maintains a professional/organized work area
• Understands and supports organizational vision and strategy
• Understands and aligns own work plans, activities and decisions to help fulfill all commitments within established timeframes
• Possesses the necessary knowledge of business concepts to achieve business results
• Works effectively - is autonomous and thinks critically
• Manages time and workload efficiently: balances multiple priorities to fulfill all commitments within established timeframes
• Embraces change -identifies the benefits and opportunities of change and quickly alters approaches to implement and support change efforts
• Words and actions are consistent; demonstrates company core values and principles
• Supports others who request assistance and/or information
• Builds effective relationships with co-workers and both internal, external customers
• Acts with appropriate urgency when responding to customer inquiries or requests
• Serves as the Single Point of Contact for agents on service related/problem resolution
• Demonstrates effective communication skills

• Prior Commercial Market Insurance industry experience as an Account Manager servicing accounts at either an insurance carrier or agency required
• Knowledge of Financial Lines products and Professional Liability
• Strong Customer Service Orientation and Relationship Building skills
• Effective Communication Skills / Written and Verbal
• Strong technical ability and proficiency in utilizing multiple systems
• High attention to detail
• Professional Demeanor
• Works Autonomously
• Ability to shift work efforts quickly and make decisions in a fast past environment
• Proficiency in Microsoft Office Suite
• College Degree preferred