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Senior Account Manager - Large Lines Specialist

CWA Recruiting

US · Hybrid Full-time Senior 1mo ago

About the role

Senior Account Manager - Large Lines Specialist

Industry: Property & Casualty Insurance
Location: Hybrid - Essex County, NJ

About the role

  • Become a Senior Account Executive at one of the ten largest commercial brokerage firms, managing a dedicated account worth $7 million.
  • You will be in charge of overseeing daily operations related to servicing Real Estate portfolios.
  • Your role involves gathering and managing data about renewals, as well as identifying opportunities for rounding and cross-selling.
  • You will prepare and submit applications to marketing teams or carriers, making sure to follow up for the prompt arrival of quotes and policies, adhering to renewal and expiration procedures.
  • Additionally, you will handle renewals following agency guidelines and evaluate cancellation requests, taking necessary actions to keep accounts.

Responsibilities

  • Responsibilities include meeting clients in person, conducting risk assessments, and delivering renewal presentations.

Requirements

  • New Jersey Property & Casualty License required.
  • A solid understanding of coverage across all areas of commercial lines insurance is essential.
  • A bachelor’s degree is preferred.
  • We are open to hiring and training personnel for our large lines unit while managing our top-tier "premier" accounts directly.
  • Candidates should have prior experience in staff supervision and exposure to significant commercial accounts and risk management.
  • A minimum of 10 to 15 years of experience is necessary.

Requirements

  • New Jersey Property & Casualty License required.
  • A solid understanding of coverage across all areas of commercial lines insurance is essential.
  • Prior experience in staff supervision.
  • Exposure to significant commercial accounts and risk management.

Responsibilities

  • Overseeing daily operations related to servicing Real Estate portfolios.
  • Gathering and managing data about renewals.
  • Identifying opportunities for rounding and cross-selling.
  • Prepare and submit applications to marketing teams or carriers.
  • Follow up for the prompt arrival of quotes and policies.
  • Adhering to renewal and expiration procedures.
  • Handle renewals following agency guidelines.
  • Evaluate cancellation requests, taking necessary actions to keep accounts.
  • Meeting clients in person.
  • Conducting risk assessments.
  • Delivering renewal presentations.

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