Commercial Insurance Assistant Manager

Regional brokerage / insurance agency looking for an experienced Commercial Assistant Manager / Account Management Leader/ Supervisor.They provide a full range of insurance coverage and benefits programs offered by more than 30 national carriers.

This is a fully and permanently remote position.

Duties and Responsibilities:

• Represent insurance agency in a courteous and professional manner and provide prompt, efficient and accurate service to clients.


• Checking of all new insurance policies for accuracy


• Invoicing of all new business


• Obtain all necessary information from prospective clients in order to have a proper submission sent to the insurance carriers for quotations


• Complete Acord & supplemental applications for all new business prospects


• Market all new prospects to the appropriate insurance carriers to obtain the most favorable quotes while at the same time providing the best coverage


• Input of all documentation into the agency management system


• Run quarterly expiration reports and distribute to staff


• Review with producers all upcoming expirations to determine a plan of action.


• Assist clients with questions, problems and/or complaints.


• Interaction with underwriters and underwriting managers of the insurance carriers


• Interaction with marketing representatives of the insurance carriers


• Assist with development of marketing brochures and lists in an effort to obtain new business


• Run reports from agency management system weekly to check for accuracy of inputted data


• Prepare weekly pending cancellation lists and distribute to staff


• Have periodic meetings with commercial lines staff


• Annual evaluations of commercial lines staff


• Perform a variety of miscellaneous tasks

Qualifications:

• Bachelors Degree or equivalent business experience required


• 7+ years of Commercial Insurance Account Management / Supervision experience


• Familiarity with Applied Epic software strongly preferred


• New York State Property and Casualty Insurance License required


• Current or recent independent insurance agency / brokerage experience


• Must be experienced in the Metropolitan New York City / Long Island property and casualty insurance market


• Experienced in property and casualty insurance quality control procedures


• Experienced in quoting and insurance carrier rating systems


• Must be able to demonstrate strong leadership, team orientated and people skills


• Must have a strong phone presence