Excess Casualty Wholesale Account Manager

Overview

Account Manager - OA09HN

We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.

This role will have a Hybrid work schedule, with the expectation of working in an office (Chicago, IL; Scottsdale, AZ; Frisco, TX; Greenwood Village, CO; Morristown, NJ; New York, NY) 3 days a week (Tuesday through Thursday).

• Renewal analysis, loss analysis, and preparation of the entire account for renewal quotes
• Prepare and issue binders, policies, endorsements, and follow up for missing subjectivities
• Support renewal prep with some rating analysis and contribute to underwriting thought processes
• Review and analyze endorsement requests, escalate issues as required, and process endorsements
• Complete underlying policy analysis on each Excess policy and send for underwriting review (terms and conditions, exposures, general information, aggregates, etc.)
• Serve as a point of contact for brokers and provide optimal customer service on behalf of the company
• Maintain careful adherence to compliance standards and meticulous upkeep of account files and underwriting documentation
• Participate in projects as needed

Outlook, Ascend, Image Right, Policy Decisions, and web-based vendors. Genius knowledge is a plus but not required.

• Act as a critical partner to underwriting teams within the Middle Market Commercial organization. Focus on service experience and book of business management with retention, profitability, and growth metrics, and serve as a key contact for agents and brokers within the assigned territory. Maintain strong knowledge of C/P commercial lines to contribute to overall success.
• Own the overall service experience, facilitate collaboration with functional experts, and deliver a differentiated agency service experience; strengthen agency CSR relationships.
• Build and maintain relationships with key agency contacts and decision makers through regular interaction on new account marketing, renewal retention, quoting, and service delivery.
• Accompany underwriters and sales staff on marketing visits (target: 3 per year) to establish working relationships.
• Prepare submissions for rating and act as the gatekeeper between the agent, underwriter, and the Operations Service Center.

• Perform initial prequalification on all new account submissions, summarize findings, and recommend whether to pursue or decline.
• Lead pre-qualification meetings with underwriters and provide recommendations on new and renewal accounts.
• Work independently to maintain timeliness of information in underwriting files.
• Negotiate effectively in tough situations with internal and external groups; seek win/win concessions for agents and the company.
• Support sales efforts through understanding Middle Market strategies and the makeup of the assigned book of business and agency territory.
• Use strong information gathering and diagnostic skills to solve problems.

• Coordinate activities for all supporting tasks (rating, agent/broker information, risk engineering, etc.) on new business submissions and renewal accounts.
• Prioritize territory workload based on service requirements and customer needs.
• Monitor work performance to meet quality objectives and service commitments.
• Facilitate routing of tasks and work between agents, underwriters, service teams, and the home office team.

• Back up other Account Managers as needed and route information to/from underwriting teams when the local underwriter is unavailable.
• May support various projects as determined by Operations and/or underwriting staff.

• Experience as a Commercial Insurance Account Manager (or related) at a carrier or brokerage required
• Knowledge of Commercial Excess Liability, Commercial Primary General Liability, Workers Compensation, and Auto
• Excess & Surplus experience is a plus
• College degree preferred
• Strong customer service orientation and…