New York Licensed Account Manager

Job Summary

A company is looking for an Account Manager, Affluent Personal Lines (N.East-hybrid or remote).

Key Responsibilities

• Develop relationships with carrier and client contacts while actively participating in meetings
• Prepare and send requests for proposals to insurance carriers and draft renewal presentations
• Review proposals for accuracy and communicate directly with clients and carriers, with approval

Required Qualifications, Training, and Education

• High school diploma or equivalent required; additional training or education preferred
• More than 3 years of industry and product line experience, specifically in Personal Lines/PCG coverage
• Familiarity with major markets such as AIG, Chubb/ACE, and PURE
• Property & Casualty Broker's License required upon hire
• CRM experience required; EPIC experience highly desired