ACCOUNT MANAGER
Company: Marshall & Sterling Inc
Location: Stanfordville
Posted on: September 28, 2024
|
|
Job Description:
Description:Manage independently designated accounts and/or
Sales Executive's book of business by providing, with a positive
attitude, a high level of support in obtaining, maintaining,
expanding, and servicing clients. If applicable, allow the Sales
Executive to maximize his/her time generating new business sales.
Reduce E&O exposures. Commission based compensation. Manage
service timelines for designated accounts and/or Sales Executive's
accounts as established by agency and Sales Executive. Proactively
contact clients to set up appointments as needed for service
timeline and coordinatestages of the timeline with Sales Executive
and client. Be proficient with all value-added tools and resources.
Manage the renewal process as established by the agency. Utilize
Image Right to save appropriate documentation and maintain/update
tasks. Work closely with clients to maintain and build
relationships. Conduct Open Enrollment and Client meetings. Review
all applications, policies, endorsements, and audits for accuracy
with Client Service Specialist and Sales Executive (if applicable).
Prepare account summaries as required. Deliver policies and related
documents to insured as needed. Keep current on rates, forms and
coverage changes through circulars, bulletins, trade publications,
seminars and schools offered. If applicable, keep Sales Executives
and management fully informed of all-important activities on their
perspective accounts. Round out accounts through quotation of lines
not currently written through our agency. Refer clients and
prospects to other divisions of Marshall & Sterling. Maintain
professional accreditation necessary to meet agency standards.
Participate in continuing education programs when available. Build
and maintain a favorable and professional work relationship with
other staff members. Communicate with Supervisor/Manager any issues
to ensure excellent customer service. Adhere to established
employee manual policies and guidelines. Adhere to workflow
procedures and follow guidelines to reduce the risk of E&O
claims. Promptly report all E&O claims and potential E&O
claims. Maintain confidentiality in all aspects of client, staff,
and agency information. Perform other duties and projects as
assigned.Requirements: College degree preferred, high school
diploma or equivalent required. Pursuing or already have an
insurance related designation. Experience and knowledge of
Microsoft Office programs. Knowledge of group benefits and products
is essential. Appropriate state insurance licenses and continuing
education required. Desire for commission-based compensation. Works
effectively and relates well with others including superiors,
colleagues, and individuals inside and outside thecompany in a
professional manner. Demonstrated ability to communicate
effectively. High level of organizational ability with attention to
detail. Valid driver's license and acceptable driving record. All
qualified applicants will receive consideration for employment
without regard to race, color, religion, sex, sexual orientation,
gender identity, national origin, disability or protected veteran
status.The salary range for this position is $60,000 to $100,000,
negotiable and based on commission. The specific salary offered may
be influenced by a variety of factors including but not limited to
the candidate's relevant experience, education, and work
location.Compensation details: 60000-100000 Yearly
SalaryPI0ea023fa7fb2-26289-34850712
Keywords: Marshall & Sterling Inc, Danbury , ACCOUNT MANAGER, Executive , Stanfordville, Connecticut
Click
here to apply!
|