New York Licensed Account Manager

Job Summary

A company is looking for an Affluent Personal Lines Account Manager (N.East-hybrid or remote).

Key Responsibilities

• Develop relationships with carrier and client contacts while actively participating in meetings
• Prepare and send requests for proposals to insurance carriers and draft renewal presentations
• Review proposals for accuracy and maintain client files while addressing billing inquiries

Required Qualifications

• High school diploma or equivalent is required; additional training or education preferred
• More than 3 years of industry and product line experience
• Experience in Personal Lines/PCG coverage is required
• Proficiency in Microsoft Office products and CRM systems; EPIC experience is highly desired
• Property & Casualty Broker's License required upon hire; CIC, CPCU, or other P&C designations preferred