What are the responsibilities and job description for the Account Manager position at Nicholson Associates, Inc.?
Company Description: Nicholson Associates, Inc. is a family-owned and operated insurance agency serving New Haven County and Southern Connecticut for over 60 years. Founded in 1958, the agency has grown to include second- and third-generation family members and maintains strong community ties.
Role Description: the Account Manager is a full-time, on-site role based in Milford, CT, responsible for managing and growing a portfolio of commercial insurance accounts.
Key Responsibilities:
- Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis.
- Policy Management: Manage policy expirations and renewals.
- Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals.
- Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion.
- Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues.
- Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
- Policy Compliance: Stay updated on company policies and procedures.
Qualifications:
- Thorough knowledge of commercial insurance and client needs
- Required active licensing
- Strong analytical, problem-solving, and decision-making skills
- Exceptional customer service, communication, multitasking, and organizational skills
- High School Diploma (or equivalent)
What We Offer:
- Competitive salaries and bonus potential
- Company-paid health insurance
- Paid holidays, vacations, and sick time
- 401K with employer match
- Professional growth and career progression opportunities
- Respectful culture and work/family life balance
- Supportive teammates and a rewarding work environment