Petschauer Insurance
Personal Lines Account Manager
Petschauer Insurance, Holbrook, New York, United States, 11741
What You’ll Love About Working Here
About Petschauer Insurance, A Division of Patriot Growth Insurance Services:
As a leading broker with over 60 years of experience, Petschauer Insurance has a deep understanding of our client’s business challenges and opportunities. In partnership with A-rated carriers, we are qualified and committed to meeting your insurance needs. It’s our pledge and core focus to deliver distinctive value with professional and dedicated service.
What We Are Seeking
We are seeking an experienced Personal Lines Account Manager with 4 or more years of serving clients in the independent insurance agency arena. The ideal candidate will have prior experience utilizing the Epic agency management system and proven success managing an assigned book of business (approximately $3 million in premiums). The candidate will be responsible for account rounding, cross-selling, and providing exceptional client service reflective of our 95% retention rate and high client referral rate. The Petschauer Insurance revenues are made up of 70% middle market and 30% VIP accounts (e.g. Chubb & Pure).
Job Responsibilities
Market new business, determine premiums, prepare & present professional proposals to clients, and maintain underwriting & marketing information by carrier.
Round out existing accounts with additional lines of business and upgraded coverages, while advising clients of coverage gaps identified.
Consistently promote collaboration between Commercial Lines and Life & Health departments in efforts to cross-sell products.
Handle correspondence from clients, prospects and companies regarding insurance coverage, claims or administrative problems, and comply with the request on a timely basis.
Assist in development and training of other Associate Account Executives.
Demonstrate effective and efficient use of Epic agency management system for effective maintenance of outstanding orders, correspondences, reports and overdue items.
Adhere to the agency E&O guidelines.
Minimum Requirements
High School Diploma (or equivalent)
License: Property & Casualty (NY)
Preferred Skills
Associate’s Degree
Management & Rating Systems: Epic & PL Rater – will train if experience with another agency management system
Computer Skills: MS Outlook, MS Teams, Zoom
Benefits
Health
Dental
Vision
Paid Time Off (PTO)
Paid Holidays
Flexible Spending Account (FSA)
Health Savings Account (HSA)
Commuter Transit Programs
Company Paid Short-Term, Long-Term Disability and Group Life
Company Paid Employee Assistance Program
Paid Parental Leave
401(k)
Petschauer Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy or any other protected characteristic as outlined by Federal, state or local laws.
A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotis.com.
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About Petschauer Insurance, A Division of Patriot Growth Insurance Services:
As a leading broker with over 60 years of experience, Petschauer Insurance has a deep understanding of our client’s business challenges and opportunities. In partnership with A-rated carriers, we are qualified and committed to meeting your insurance needs. It’s our pledge and core focus to deliver distinctive value with professional and dedicated service.
What We Are Seeking
We are seeking an experienced Personal Lines Account Manager with 4 or more years of serving clients in the independent insurance agency arena. The ideal candidate will have prior experience utilizing the Epic agency management system and proven success managing an assigned book of business (approximately $3 million in premiums). The candidate will be responsible for account rounding, cross-selling, and providing exceptional client service reflective of our 95% retention rate and high client referral rate. The Petschauer Insurance revenues are made up of 70% middle market and 30% VIP accounts (e.g. Chubb & Pure).
Job Responsibilities
Market new business, determine premiums, prepare & present professional proposals to clients, and maintain underwriting & marketing information by carrier.
Round out existing accounts with additional lines of business and upgraded coverages, while advising clients of coverage gaps identified.
Consistently promote collaboration between Commercial Lines and Life & Health departments in efforts to cross-sell products.
Handle correspondence from clients, prospects and companies regarding insurance coverage, claims or administrative problems, and comply with the request on a timely basis.
Assist in development and training of other Associate Account Executives.
Demonstrate effective and efficient use of Epic agency management system for effective maintenance of outstanding orders, correspondences, reports and overdue items.
Adhere to the agency E&O guidelines.
Minimum Requirements
High School Diploma (or equivalent)
License: Property & Casualty (NY)
Preferred Skills
Associate’s Degree
Management & Rating Systems: Epic & PL Rater – will train if experience with another agency management system
Computer Skills: MS Outlook, MS Teams, Zoom
Benefits
Health
Dental
Vision
Paid Time Off (PTO)
Paid Holidays
Flexible Spending Account (FSA)
Health Savings Account (HSA)
Commuter Transit Programs
Company Paid Short-Term, Long-Term Disability and Group Life
Company Paid Employee Assistance Program
Paid Parental Leave
401(k)
Petschauer Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy or any other protected characteristic as outlined by Federal, state or local laws.
A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotis.com.
#J-18808-Ljbffr