Account Manager Lead-Mergers & Acquisitions Insurance
- Worksite Location: New York City, NY | Hybrid
- Compensation: $105,000-$115,000 annually
- Support Producer in developing new business opportunities for existing clients and prospects
- Initiate renewal process for existing clients, and discuss and create renewal strategy with Producer
- Analyze and compare current exposures and develop renewal or new business specifications for marketing
- Conduct marketing, negotiate rates, review quotes and coverages for competitiveness and accuracy
- Review and summarize marketing results and prepare proposals
- Finalize proposals and presentations in coordination with the Producer
- Bind insurance coverage and prepare binders and/or delegate certificates issuance
- Review policies for accuracy and review contracts
- Prepare summaries and/or schedules of coverage for clients
- Review client accounting history, respond to accounting inquiries, correct discrepancies, and contact client on receivable collections
- Participate in the claims process as directed by management, including claim submission, follow-up and overall communication
- Provide technical guidance for staff assisting with client needs or procedural issues
- Associate's Degree or equivalent combination of education and experience
- 6+ years related work experience
- Proficient in Microsoft Office Suite
- Excellent verbal and written communication skills
- Excellent customer service skills, including telephone and listening skills
- Good leadership, problem solving and time management skills
- Ability to work within a team and to foster teamwork
- Relevant licenses and certifications
- Must continue to meet Continuing Education requirements for license renewal
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