Executive Assistant to the CFO

Our client is a highly successful and growing commercial insurance agency located in Sussex County, NJ. They are committed to delivering exceptional client care with honesty, integrity, and a strategic approach to business. As part of their growth, they are seeking a licensed and experienced Commercial Lines Insurance Account Manager to join their dynamic team.

Key Responsibilities:

• Client Management: Serve as the primary point of contact for an assigned book of commercial lines business, ensuring all aspects of client servicing are handled with professionalism and efficiency.

• Strategic Planning: Utilize strategic thinking to anticipate client needs and provide tailored insurance solutions.

• Daily Interaction: Build and maintain strong relationships with clients by working with them daily to address inquiries, resolve issues, and provide guidance on insurance products.

• Rate-Making and Underwriting: Demonstrate experience in rate-making and possess a general knowledge of underwriting processes to support client needs effectively.

• Staff Coordination: Manage and collaborate with team members to ensure workflow efficiency and resolve daily operational challenges.

Requirements:

• Licensing: Valid insurance license is required.

• Industry Expertise:

  • Proficient in insurance terminology, protection solutions, and the application of policies to meet client needs.

  • Knowledgeable about rating processes and available insurance markets.

• Experience: At least 3 years of experience in servicing commercial business.

• Technical Skills:

  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook).

  • Familiarity with Applied TAM software preferred.

• Professionalism:

  • Exceptional organizational and time-management skills with the ability to prioritize effectively.

  • Strong verbal and written communication skills.

  • Demonstrated reliability, integrity, and proactive problem-solving skills.

• Professional Designations:

  • Designations such as CIC, CRM, ARM, CPCU, or AAI are highly desirable but not required.

Compensation and Benefits:

• Compensation:

  • Competitive, experience-based salary.

  • Supplemental pay opportunities, including bonuses and commissions.

• Benefits:

  • 401(k) with profit sharing.

  • Comprehensive health and dental insurance.

  • Paid time off (PTO).

  • Life and long-term disability (LTD) insurance.

  • Company-sponsored events, such as a summer outing and holiday party.

Ideal Candidate Attributes:

• Highly self-motivated with a positive attitude.

• Committed to delivering excellent client service.

• Innovative and forward-thinking with a proactive approach to challenges.

If you are a seasoned Commercial Insurance Account Manager looking to join a thriving agency with a commitment to excellence, we encourage you to apply and become a valued member of this exceptional team.

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