Assistant Account Manager

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

📋 Description

• Cultivate and sustain robust, long-lasting relationships with designated clients, serving as their trusted advisor.

• Oversee a portfolio of commercial insurance accounts, managing renewals, endorsements, and policy modifications.

• Evaluate client requirements and suggest suitable insurance products and services.

• Create and deliver insurance proposals, ensuring they are accurate and competitive.

• Work in collaboration with underwriters and other internal teams to secure the best coverage for clients.

• Conduct regular reviews of accounts to ensure client satisfaction and to identify potential opportunities for cross-selling.

• Address client inquiries and issues in a timely and professional manner.

• Keep updated on industry trends, market conditions, and competitor activities.

• Engage in professional development activities to enhance knowledge and skills in insurance.

• Maintain precise and current client records within the agency management system.

⛳️ Requirements

• Bachelor's degree in Business, Finance, or a related discipline.

• At least 1-5 years of experience in managing high-net-worth personal lines/private client insurance accounts or a similar client-facing position.

• Demonstrated capability to establish and nurture strong client relationships.

• Outstanding communication, negotiation, and presentation skills.

• Strong analytical and problem-solving skills.

• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

• Familiarity with agency management systems (e.g., Applied Epic, AMS360) is advantageous.

• Ability to work autonomously as well as collaboratively in a fast-paced environment.

• Dedication to delivering exceptional client service.

🏝️ 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.