Account Manager- Commercial Specialty Programs

​Work Arrangements: This role will have a Hybrid work arrangement, with the expectation of working in an office (Hartford, CT, New Hartford, NY) 3 days a week (Tuesday through Thursday).

Supports Commercial Underwriting in the sales acquisition process. Provides support for new business and renewal policy account coordination, review, essential services, rating, prepare work orders for quoting and issuance of middle market business. Serves as the point of contact for agents in handling inquiries and requests. Communicates with customers to request needed information and resolves problems.
Job Duties/Accountabilities
Sales Support: Responsible for supporting the Underwriter in the sales acquisition process through a variety of services that may include account coordination, new business and renewal policy essential services, report ordering, preliminary classification of new business, and data collection. Responsible for reviewing, preparing work orders for rating and issuing policies. Applies screening criteria in accordance with guidelines. Communicates with customers to obtain needed and required underwriting information and resolves problems. Supports sales efforts and strategies.
Workload/Desk Management: Responsible for handling high volumes of transactions. Effectively balance quality, and timeliness while working alongside the Underwriter to Manage a Book of Business. Multi-task, prioritize and manage daily work activities. Organizes work, based on AM/UW Huddles, recognition of Top Agents, and territorial differences, so that others can easily determine what needs to be done and effectively continue the work and respond to customers as needed. Maintains an effective pending/diary/follow-up system.
Required Competencies:
Understands and Supports Organizational Vision and Strategy and Embraces Change
• Stays current on issues potentially impacting his/her work, including industry and marketplace trends, strategic direction of the organization, organizational structure and leadership, team goals, internal initiatives, etc.
• Understands and aligns own work plans, activities and decisions to help fulfill all commitments within established timeframes
Works Effectively – Is Autonomous and Thinks Critically
• Manages own time and workload efficiently: balances multiple priorities to fulfill all commitments within established timeframes
• Identifies the benefits and opportunities of change and quickly alters approaches to implement and support change efforts
• Modifies own work activities and methods to eliminate waste and inefficiency
• Attends Regional Office Meetings to understand priorities of the Office and works hand in hand with the Underwriter to achieve Regional Office Goals
Pursues Self Development
• Constantly seeks opportunities to learn and acquire new skills
• Strives to learn and understand dynamics of the territory, Book of Business Knowledge
Building effective relationships and partnerships
• Words and actions are consistent; demonstrates company core values and principles
• Is open and honest in all dealings internally and externally; treats others with fairness and respect
• Seeks to resolve conflicts in a productive manner without assigning blame or claiming credit
• Builds effective relationships with Agents
Values Customers
• Acts with appropriate urgency when responding to customer inquiries or requests
• Sets high standards and continually evaluates self against performance targets
• Demonstrates professionalism and establishes credibility and rapport in all customer interactions
• Serves as the Single Point of Contact for agents on service related/problem resolution
Demonstrates Effective Communication Skills
• Listens carefully and asks probing questions to understand others’ needs or perspectives (peers, business partners and customers)
• Speaks clearly and concisely to effectively convey information or express opinions; clearly explains complex or technical information in a way that is helpful to listeners
• Quickly comprehends written information and writes effective letters, emails, reports, etc.
• Keep others informed so there are no unnecessary “surprises”
Qualifications
• Prior Commercial Market Insurance Industry experience as an Account Manager, Underwriting Assistant, Rater or equivalent at an insurance carrier/agency required
• Knowledge of the following primary insurance coverage’s: Workers Compensation, Auto, General Liability, Property required
• Functional knowledge of Commercial Lines rating experience
• Strong Customer Service and Relationship Building skills
• Effective Communication Skills / Written and Verbal
• Good automation skills and strong technical ability
• Professional Demeanor
• Proficiency in Microsoft Word, Excel, and Power Point Software
• Works Autonomously
• Ability to shift work efforts quickly and make decisions in a fast past environment