We are seeking a motivated Sr. Account Manager who will be responsible for managing client relationships, retaining renewals, servicing new business, and maintaining a partnership with the producer to support business development activities while upholding high service standards. The Sr. Account Manager is the focal point of our customers’ interactions and is relied on to be the integral link in that business relationship. Using their extensive knowledge of Personal Lines Insurance, the Sr. Account Manager ensures that customers consistently receive exceptional service.

Duties & Responsibilities:

• Consult with clients to understand their businesses' unique risks and exposures, exercising independent judgment and discretion to provide tailored solutions to help secure the most appropriate coverage for their specific needs.
• Serve as the primary advisor to the client for all tactical matters, using discretion to engage the producer for the most significant matters.
• Provide clients with various suitable coverage alternatives, including but not limited to deductibles, retention levels, and optional coverages—taking into account the clients' operations and claims history as well as prevailing insurance market situations.
• Develop and maintain good working relationships with carriers to facilitate the timely receipt of quotations and policies.
• Collaborate with the Producer throughout the new business process to ensure a successful conclusion and assume management of the new account after coverage has been bound.
• Lead the marketing efforts for renewals and oversee all other renewal-related activities, rounding out accounts.

Desired Qualifications:

• Minimum of 6 years of experience in all aspects of servicing HNW accounts (proposals, marketing, coverage review, billing, endorsements, certificates, etc.).
• Strong technical knowledge of policy coverage and rating.
• Proficient in AMS360
• NY License