Account Manager- Global Specialty Credit and Political Risk

About the position We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future. This role will have a Hybrid work schedule, with the expectation of working in an office (Hartford, CT, Danbury, CT, Red Bank, NJ, Morristown, NJ, New Hartford, NY, Lake Mary Fl, Tampa, FL 3 days a week (Tuesday through Thursday). Want to be a part of one of the newest businesses in Global Specialty? Consider joining our team as an Account Manager. In the Credit and Political Risk team, you will join a group of people that collaborate, support each other, and create insurance policies that help the world. We are truly a global team, with a US and UK Hub (This role is in the US). We are growing and this is a chance to join us and add your mark as we evolve. This is an exciting business team for someone who wants to learn something every day. Partners, collaborates, and supports CPRI Underwriters in booking and updating policy information via CPRI systems. Lead for entering in booking information, endorsements, and facilitating the policy invoicing process. Leads the pipeline process which includes capturing new quoting info, participating in quoting discussions with Underwriters, and creating monthly pipeline stats/reports. Communicates with internal and sometimes external clients. Interacts with Underwriters in updating our exposure management system. Partners with our Account Receivable team and facilitates inquiries from Underwriters and aids in highlighting accounts that are overdue and require follow-up. Takes lead role in closing out our end of month process focused on ensuring our data and financial info is accurate.

Responsibilities

• Lead for entering in booking and endorsement information in our policy admin system, Ascendlite. Effort includes getting policy updates into the system within 48 hours. This work often includes some detailed analysis utilizing tools like Excel to aid in the validation, calculation, or troubleshooting of the data
• Responsible for creating and sending invoices to our agents within our 48 hour SLA. This will often include corresponding with agents, conducting research, and following up with Underwriters on questions
• Work with Underwriters and take the lead in entering in detailed exposure/policy information into our exposure management system, Exact Advantage
• Key point of contact with the Accounts Receivable department on outstanding payments and will often conduct research and analysis to help solve issues; Facilitates roll-up of outstanding payments to underwriters
• Key role in managing pipeline information, which includes logging pipeline info and updating quote info and participating in a peer review meeting that utilizes the log as a reference in discussions; Archive and organize ongoing submission info; Create monthly pipeline reports; Capture and enter pipeline info into our Exact exposure management system
• Own's the management of financial documents on our data sharing platform that is used to onboard new clients. This effort includes updating the site each month and continuing to add new documents as required
• A key participant in closing out our monthly booking info via running reports and validating data
• Ensures our booking information is accurate and financials match expected monthly totals
• Drives toward data accuracy via validating and QC'ing work and reviewing systems to ensure data entered is accurate
• Build and edit procedures on processes and systems
• Interacts with internal and external clients
• Participates in projects as needed
• Multi-tasks, prioritize, and manage daily work activities
• Suggests areas of change and opportunities for improvement
• Learns and strives to build expertise in the CPRI line of business
• Acts with appropriate urgency when responding to customer inquiries or requests

Requirements

• P rior Commercial Market Insurance Industry experience as an Account Manager (or similar) at an insurance carrier/agency
• Strong attention to detail
• Strong customer service skills
• Ability to work in different systems and to utilize tools such as Excel to validate calculations
• Desire to continually learn and build knowledge
• Effective communication skills, written and verbal
• College degree is preferred, or relevant experience
• Ability to collaborate and work effectively within a team
• Proficiency in Microsoft Word, Excel, and PowerPoint
• Professional demeanor
• Ability to shift work efforts quickly and make decisions in a fast pace environment
• (1) high speed broadband internet service is required, we do not recommend or support DSL, wireless, Wifi, Hotspots, Fiber without a modem and Satellite; (2) Internet provider supplied modem/router/gateway is hardwired to the Hartford issued computer with an ethernet cable; and (3) minimum upload/download speeds of 75MB download/10MB upload will be required.

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