Job Description

Acrisure is the fastest growing insurance brokerage firm in the U.S. with over 500 Agency Partner locations globally. We are a committed network of entrepreneurs dedicated to providing specialty insurance programs, risk management services and unique products for an ever-growing market. Our team is comprised of innovative, talented individuals who are the driving force of the success we have experienced and continue to achieve in this fast-paced industry.

We currently have an exciting opportunity for a COMMERCIAL LINES ACCOUNT EXECUTIVE to add to our team at GOODHART NATIONAL GORMAN AGENCY, an Acrisure Agency Partner. This position will be responsible for handling various large multi state Commercial Lines accounts. We have four major departments of insurance: Real Estate, Commercial Business, Personal Insurance and Life and Benefits. Our family feel office is looking for an exceptional individual who enjoys fast paced work in a casual environment. We are conveniently located in lower Westchester County, NY next to public transportation, great restaurants and the Ridge Hill shopping center.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Assist producers by marketing new business and renewal submissions.
• Work with insurance carriers in securing quotes and verifying required specifications.
• Review and process various documents including policies, endorsements and invoices.
• Document all activities in agency management system (TAM)
• Prepare clear and concise proposals to effectively communicate marketing results with clients.
• Ensure timely completion of expiration list items.
• Review accounts to determine if additional insurance coverage is needed.
• Develop and maintain strong relationships with clients and handle their requests with care and professionalism.
• Develop strong knowledge of industry and markets.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

COMPETENCIES:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND/OR EXPERIENCE:

• High school diploma or the recognized equivalent, required.
• NY Property + Casualty License, required.
• Minimum 5 years’ experience as a Commercial Lines Account Manager or similar, required.
• Real Estate Account knowledge, preferred.

TECHNOLOGY SKILLS:

• Minimum 3 years TAM agency management software experience, required.
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook). Ability to create spreadsheets utilizing formulas and maintain Statement Of Value inclusive of COPE information on client portfolios.

OTHER QUALIFICATIONS:

• In-depth knowledge of coverage.
• Able to problem solve and exhibit strong attention to detail and accuracy.
• Exceptional verbal and written communication skills.
• Exceptional customer service skills.
• Able to work well under pressure and manage multiple priorities to meet strict deadlines.

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate stress due to regular deadlines and daily challenges.
• High finger dexterity while typing documents and forms
• Occasionally lift up to 20lbs.

WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Work is done in a temperature-controlled, non-smoking office.
• Work stations are semi-private with moderately high sides.
• The noise level in the work environment is usually moderate.

Powered by JazzHR

ztInvm7XUl