Job Title: Account Manager
Department: Marketing
FLSA Status: Exempt
Reports To: Chief Marketing Officer
Summary
McNeil & Co. is seeking an experienced Insurance Account Manager to manage and service our established direct book of commercial insurance business. This role is responsible for delivering exceptional customer service, handling day-to-day policy administration, and identifying opportunities for growth within existing accounts. The ideal candidate will be detail-oriented, service-minded, and comfortable balancing client support with business development initiatives.
Essential Functions
- Manage renewals, non-renewals, cancellations, and new business proposals for presentations to customers.
- Process renewals, new business submissions, endorsements, binders, certificates, and policy documents within designated timelines.
- Serve as the primary point of contact for assigned accounts, responding promptly to client inquiries by phone, email, or other channels.
- Conduct consultative conversations with clients to ensure coverage meets their needs and identify opportunities for additional products or services.
- Maintain accurate records of all transactions and communications in CRM and policy management systems.
- Collaborate with underwriting, claims, and marketing teams to resolve client requests or escalations.
- Gather and share competitive market intelligence with sales teams, including follow-up on lost business as needed.
- Assist with developing and refining processes to improve service efficiency and client satisfaction.
Additional Responsibilities
- Build and strengthen client relationships to increase retention and satisfaction.
- Support lead generation efforts through outreach to new and existing customers.
- Ensure all service activities meet established service-level and compliance standards.
Knowledge, Skills, and Abilities
- Solid knowledge of commercial insurance products, documents, and processes.
- Excellent customer service and relationship management skills.
- Strong verbal and written communication skills.
- High attention to detail and accuracy in processing policy transactions.
- Ability to work independently and manage multiple priorities.
- Proficiency in CRM systems, agency management software, and Microsoft Office.
Education and Experience
- High school diploma or GED required; Bachelor’s degree in Business, Marketing, Communications, or related field preferred.
- Minimum 3–5 years of insurance industry experience in account management or customer service.
- Active New York State Property & Casualty license required; Life & Health license preferred.
Hours: Full-time, EST
Compensation: $55,000 – $75,000
Location: Cortland, NY