Account Manager - Excess/Primary Casualty Wholesale

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 (Scottsdale, AZ, Chicago, IL, New York City, NY,  NJ, Red Bank, NJ, Frisco, TX, etc.) 3 days a week (Tuesday through Thursday). Remote work will be considered for highly qualified candidates (not located near a business center) who can support West Coast business hours.

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 agents 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 requested/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 Commercial 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 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 assignment work.
Accountable for the overall and entire service experience, facilitating functional experts and delivering a differentiated experience. 
•    Builds and maintains relationships with key wholesale broker contacts and decision makers through regular interactions, renewal retention, quoting and delivery of excellent broker/producer service. 
•    Based on geographic location may accompany underwriters occasionally on marketing visits in order to establish working relationship
•    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 account submissions, (new business submissions) and generates a summary of all findings and makes a recommendation to pursue or decline monthly pre-qualification meetings with Underwriter, provides recommendations on renewal/new business accounts. 
•    Works independently to proactively maintain timeliness and information in underwriting file(s).
•    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 brokers and company when reviewing new or renewal accounts.
•    Support underwriting efforts through an understanding of Wholesale Market Strategies strategies and industry programs, as well as makeup of assigned book of business and broker territory; clear understanding of sales and business goals, top partner performance, and book mix.
•    Uses strong information gathering and diagnostic skills to