Primary Casualty Wholesale Account Manager

Account Manager - OA09HN

We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.   

         

Work Arrangements: This role will have a Hybrid work arrangement, with the expectation of working in an office ( Red Bank, NJ, New York, NY, Alpharetta, GA, Chicago, IL) 3 days a week (Tuesday through Thursday).

The Account Manager, as part of Global Specialty Operations, will serve as a critical partner to the Excess Casualty and Primary Casualty Wholesale underwriting teams. The individual focuses on service experience & book of business management, while also acting as a key contact for underwriters and brokers. This is an individual contributor role without supervisory responsibilities. Strong communications skills are crucial. This position works in a team environment which can span multiple offices; however, the individual is expected to be able to exercise decision making skills and problem solving while working independently and prioritizing a high volume of workload. Complexity of work varies from standard, routine tasks to more complex problem solving and analytical assignments. Some project work may be assigned as needed.

RESPONSIBILITIES
• Renewal Analysis/loss analysis and prepping entire account for renewal quotes
• Prepare and issue Binders, Policies, Endorsements and follow up for missing subjectivities
• Some Rating analysis is required for renewal prep work and underwriting thought process
• Review and analyze Endorsement requests, escalate issues as required, process endorsements
• Complete Underlying policy analysis on each Excess policy and send for UW review. (Terms and Conditions, exposures, general information, aggregates etc.)
• Serve as a point of contact for brokers and provide optimal customer service experience on behalf of the company
• Careful adherence to compliance standards and excellent maintenance of account files, underwriting documentation
• Participation in projects, as needed

Main systems used: Outlook/Ascend/ Image Right/ Policy Decisions/ web based vendors. (Genius knowledge a plus but not required)
Broker Management & Client Relations

• Serve as a critical partner to the underwriting teams within the Global Specialty Wholesale organization. The individual focuses on service experience & book of business management with primary metrics of retention, profitability & growth, and acts as a key contact for underwriters and brokers within the assigned territory. The individual maintains and utilizes a strong level of P & C commercial lines industry and market knowledge to contribute to the overall success and profitability of the Commercial organization
• Routine, structured and high complexity of workflow and assignment work
• Accountable for the overall and entire service experience, facilitating functional experts and delivering a differentiated experience. Penetrates the agency CSR relationship.
• Builds and maintains relationships with key broker contacts and decision makers through regular interaction regarding renewal retention, quoting and delivery of excellent service. Effective at rebuilding “damaged” customer relationships.
• Accompanies underwriters and sales staff on marketing visits in order to establish working relationship (applicable based on location).
• Prepares submissions for rating and acts as the gatekeeper between the broker, Underwriter and the Operations Service Center

Underwriting Support
• Performs initial prequalification on all renewal submissions, generates a summary of all findings.
• Leads weekly huddle meetings with Underwriter and provides recommendations on renewal accounts.
• Works independently to proactively maintain timeliness of information in the underwriting files.
• Can negotiate skillfully in tough situations with both internal and external groups. Can win concessions without damaging relationships; focus is on win/win proposition for broker and company when reviewing renewal accounts.
• Support sales efforts through an understanding of Global Specialty Wholesale strategies and industry programs, as well as makeup of assigned book of business and Underwriter territory; clear understanding of sales and business goals, top partner performance, and book mix.
• Uses strong i