Account Manager – Private Equity

This is a fully remote position, open to applicants in New York.

📋 Description

• Act as a reliable consultant to key client groups by providing strategic and advisory support.

• Evaluate potential risk profiles and perform audits on policies, proposals, and renewals.

• Engage in efforts to retain renewal business.

• Collaborate with producers to compile specifications, applications, underwriting data, and other necessary information for marketing insurance products.

• Analyze existing policies and suggest placement alternatives.

• Identify suitable coverage and premiums utilizing coverage checklists and industry connections.

• Support document issuance, data entry, and coverage approvals for entertainment and special event liability insurance programs.

• Ensure clients maintain continuous and adequate coverage while providing recommendations within established timelines.

• Cultivate and sustain strong relationships with both internal and external clients.

• Manage existing accounts and explore new business opportunities leveraging commercial entertainment insurance knowledge.

• Keep records of service, marketing, and policy communications within AMS.

• Organize personal client meetings and maintain regular communication with clients.

⛳️ Requirements

• Valid State Property & Casualty brokers’ license.

• 3-5 years of experience in Commercial Lines client management.

• A college degree is preferred.

• Proficiency in insurance agency management systems; familiarity with AMS 360 and Work Smart is preferred.

• Extensive understanding of Commercial Lines underwriting, coverage, rate analysis/procedures, and experience reporting.

🏝️ Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance.

• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement.

• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services.

• Paid Time Off.

• Holidays.

• Preferred Partner Discounts.