Job Description
Job Description
Company Description
JGS Insurance, located at Bell Works in Holmdel, NJ, is looking for a motivated high-energy individual with a desire to work in the insurance field.
Jacobson, Goldfarb & Scott, Inc. (JGS Insurance) was established 100 years ago as an Independent Insurance Agency that is privately owned.
Our goal is to assure that our customers are receiving the most comprehensive and competitive programs in terms of cost, coverage and service.
JGS is growing rapidly and as a result has an opportunity for a new Account Manager in our Habitational Department. Our new office in Bell Works truly reflects an innovative and exciting environment with state-of-the-art surroundings.
Bell Works is the reanimation of Bell Labs into a 'metroburb.' The building is a rapidly evolving two-million-square-foot ecosystem filled with business, dining, culture, and more - all conveniently located in central New Jersey.
Bell Works was recently named the most iconic building in the State of New Jersey.
Job Summary
Position is responsible for the service of accounts assigned to them and delivering prompt, accurate, and courteous service to clients, producers, and insurance company personnel.
This includes providing the necessary support to the overall production and objectives of the agency.
Essential Functions :
- Keep up to date on all items in the JGS Insurance Workflow and Procedures Manual and follow these procedures where applicable.
- Receive, document and process all insured's requests for service in a timely manner.
- Review all incoming mail for your accounts and process it daily.
- Manage, set up and maintain account files per agency procedures in AMS360 and ImageRight.
- Proactively manage the renewal book through a pre-renewal strategy plan to include initiation of pre-renewal meeting with Sales Producer and / or clients, develop executive summary and prepare renewal questionnaire.
- Prepare client meeting agendas, document and confirm meeting outcome and / or any other relevant communications with client via meeting minutes or similar confirming memorandum.
- Service Habitational accounts and perform underwriting functions to eliminate gaps in coverage and identify exposures from an agency E&O perspective and make appropriate recommendations.
- Review assigned renewals with Sales Producer and / or Client Relations Manager to determine renewal strategy.
- Order loss runs for accounts in a timely manner.
- Obtain all necessary renewal information from the customer when starting the renewal process.
- Submit renewal applications to carriers. When possible, perform on-line rating to obtain premium quotations, in lieu of submitting the application to the carrier.
- Obtain competitive quotations for renewal when appropriate or directed by the Sales Producer and monitor status of all quotes making sure due date will be met.
- Negotiate pricing, coverage, policy terms and conditions with the carriers. Review all quotations with recommendations as to the best options for price, coverage and risk alternatives.
- Prepare a spreadsheet analysis of quotations received.
- Issue Binder and Invoice.
- Check accuracy and completeness of all coverages and premium transactions issued by insurance companies (i.e. : renewals and endorsements;
new business will be completed by Marketing).
- Review and distribute all Audits received from insurance companies.
- Help Assistant Account Managers in the preparation and processing of cancellations when required, as well as initiate and prescreen endorsement requests when needed.
- Prepare Master Certificate, ID cards, Binders and other documents as needed and ensure information is entered into the system.
- Assist in training other employees in the department as directed by management.
- Maintain positive relationships with appropriate company representatives through proper contacts and effective communication.
- Periodically meet in person with clients to discuss and handle their insurance needs and when required present renewal proposals.
- Provide assistance to Sales Producers when necessary for response to technical issues or in the preparation of presentations for renewal accounts.
- Participate in the discussion and review of the current market situation as it pertains to specific accounts, either new or renewal.
- Keep Sales Producers fully informed of all important activities on their accounts including unpaid premiums, audits, disputes and follow up with appropriate actions in accordance with established agency procedures.
- Assist other agency departments in securing and / or providing information necessary to issue appropriate policies for which we have a mutual client.
- Work with JGS Claims and Loss Control in providing coverage information.
- Assist all other departments and producers in cross selling and account rounding.
- Maintain knowledge of current marketplace and new capabilities for providing risk alternatives. This also includes keeping the department up to date on all carrier submission requirements, changes in on-line rating programs and updating system with current rates, etc.
- Adhere to all ethical and State Insurance Department guidelines and procedures.
- Participate in seminars and other training to maintain required licenses and for knowledge and skill development.
- Perform other duties as assigned by management.
QUALIFICATIONS :
- Education : college degree preferred; High school diploma or equivalent required
- Valid New Jersey Property & Casualty Producer license required
- Minimum 5 years' experience with insurance Account Management Habitational a plus
- Extensive knowledge of Habitational Insurance and Products is essential
- Proficiency in Agency Management Systems (preferably AMS360 and ImageRight) as well as MS Office (Word, Excel, Power Point, Outlook)
- Excellent presentation, listening and communication skills
- Good organizational skills, prioritizing and attention to detail
- Ability to handle work load and meet agency growth and retention goals
- Exceptional interpersonal skills with clients, management and co-workers
- Strong customer service skills to assist customers courteously and cooperatively
- Competence to work independently and carry out assignments to successful completion with minimum instruction in a timely manner
- Professional designation a plus
Manager, Accounts Payable
Job Summary:The Accounts Payable Manager is a professional who is responsible for overseeing the accounts payable department of the organization. The Accounts Payable Manager is responsible for managing the accounts payable staff, ensuring that all staff members are properly trained and that all dep...
Psychiatry Account Manager - Long Branch, NJ
As a Psychiatry Account Manager, you lead the promotion of our psychiatry portfolio, executing sales and marketing strategies with comprehensive clinical knowledge to drive sales performance. Our Account Managers are adept at executing against the toughest commercialization challenges in today's rap...
Manager, Accounts Payable - Sun Pharmaceutical Industries, Inc.
Job Summary:The Accounts Payable Manager is a professional who is responsible for overseeing the accounts payable department of the organization. The Accounts Payable Manager is responsible for managing the accounts payable staff, ensuring that all staff members are properly trained and that all dep...
Sales Account Manager - Digital Printing Presses
As a Sales Account Manager (SAM), you will play a crucial role in nurturing and expanding our client relationships while actively seeking new business opportunities. The successful candidate will be responsible for managing key accounts, identifying growth opportunities, hunting for new accounts, an...
Account Manager - Entry Level
We're looking for full-time TEAM LEADS to take on immediate marketing and account management responsibilities. Retention of existing accounts. ...
Senior Account manager/Customer Service Representative
The successful candidate must be able to:.Communicate daily with sales, operations, and various logistics departments to efficiently and accurately process, allocate and ship all customer orders based on specific retailer requirements.Provide assistance with all aspects of order lifecycle from order...
Key Account Manager - National Account Manager
This individual will work under the direction of the Associate Director of Process Chromatography to secure contracts and forecasting while coordinating with local Account Executives to ensure customer needs are met. Established sales history and relationships with downstream process development gro...
Entry Level Sales Account Manager
Entry Level Sales Account Manager Role and Responsibilities: Gain product and service knowledge by attending client meetings related to technology, sales promotions, and products updates Execute sales strategy to increase install base adoption and follow-on sales to our existing client base Ac...
Account Manager, Employee Benefits
Work collaboratively with Producers and/or Account Executive to deliver exceptional client service and actively engage at all levels of client management to enhance client's employee benefit programs as follows:. ...
Technical Account Manager
The Technical Account Manager (TAM) is responsible for actively driving and managing the post sales process with Enterprise-level customers. Must be able to identify all technical and business issues of assigned accounts to assure complete customer satisfaction through all stages of the sales proces...