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Company: Rosen & Company Inc
Location: Armonk
Posted on: May 14, 2024

Job Description:

Title: Personal Lines Account Manager Reports to: Personal Lines Manager, Agency Principals Job Summary: A Personal Lines Account Manager performs the essential functions of client service, relationship development, account rounding and profit management. Primary Responsibilities: The prompt return and appropriate handling of incoming client phone requests and/or inquiries. The processing of endorsement requests in a timely manner with confirmation to the client. The timely review & processing of Renewals. A process timeframe of 30 days prior to expiration, contingent on company generation of policy data. Client relationship development, through regular client contact. Management of unbilled transaction through thorough process of download reports, renewal expiration report. Share pertinent carrier and/or industry information with co-workers. and management when learned and appropriate. Ask for referrals from clients as relationships develop. Additional Responsibilities: Qualify renewals according to Agency standards, and work with Manager to re-market select accounts. Secure quotes from carriers as directed by Manager. Prepares summaries of insurance, schedules and proposals as needed for account review. Participates in training & development of co-workers as needed or directed by Manager. Performs additional duties as requested by Manager in times of need or other circumstances. Personal and Organizational Development: Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities. Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts. Keeps informed regarding industry information, new product information, legislation, coverage's and technology to continuously improve knowledge and performance. Interacts with others effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency. Knowledge, Skills and Abilities: College education or equivalent insurance experience. Ability to communicate orally and in writing with others to explain complex issues, receives and interprets complex information, and responds appropriately. Ability to understand written and oral communication and interpret abstract information. New York Property, Casualty, License. Full knowledge of insurance products and usage. Adequate knowledge of rating procedures, coverage's, and industry operations to effectively manage, maintain, and write assigned client and prospect lists. Understanding of insurance markets and reference to markets. Knowledge of insurance rating and underwriting procedures. Ability to carry out complex tasks with many concrete and abstract variables. Ability to add, subtract, multiply and divide whole numbers, and to accurately perform simple calculations involving decimals and fractions. Ability to utilize computer programs and understand functionality. Ability to perform 70% sedentary work, exerting up to 10 pounds of force occasionally and exert negligible force frequently or constantly to move objects, including the body. May be asked to exert up to 20 pounds of force periodically, as needed. Field of vision must be adequate to observe up and down or right to left while eyes are fixed on a given point. Ability to process written and other materials visually. Physical efforts required include fingering, repetitive small motor activity, grasping, verbally communicating detailed and important information to others quickly and accurately, stooping, reaching, standing, lifting light objects less than ten pounds frequently, and climbing occasionally. Requires ability to receive detailed information through oral communication, perceiving the nature of sounds with no less than a 40dB loss at 1000 Hz, and 2000 Hz without correction. Working Conditions: High-pressured, fast-paced environment with significant telephone and personal disruption. Large number of multiple steps in complex system performed with accuracy and speed is essential to the successful completion of tasks. This Job Description is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise, or as required. This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description. All requirements may be modified to accommodate physically or mentally challenged staff members reasonably. Employment Type: Full Time Bonus/Commission: No

Keywords: Rosen & Company Inc, Greenwich , Manager, Executive , Armonk, Connecticut

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