[Remote] Commercial Lines, Sr. Account Manager-Sports & Ent. (NY hybrid or EST remote)

Note: The job is a remote job and is open to candidates in USA. Wealthspire is a multiple Best Places to Work award winner in Business Insurance, focused on helping companies and individuals address significant risk and wealth management challenges. The role involves managing a book of commercial insurance clients, providing high-quality service and strategic support while collaborating with team leaders and client executives.

Responsibilities

• Manage day-to-day servicing for an assigned set of client accounts, including extensive verbal, electronic, and written communication
• Maintain proactive, professional relationships with carrier and client contacts
• You may be responsible for leading client meetings for assigned accounts, as needed
• Manage the renewal and marketing process from start to finish in partnership with the Team Leader
• Communicate directly with clients and carriers in collaboration with the Team Leader
• Create and maintain client files in accordance with established office procedures
• Maintain accurate client policy records in the agency management system
• Negotiate submissions directly with carriers, as appropriate
• Lead reviews of proposals and carrier source documents to confirm accuracy and completeness
• Maintain accurate documentation and follow-up processes to ensure policies, endorsements, and other deliverables are received and processed as requested
• Serve as the first point of contact for billing questions from clients and carrier personnel; coordinate with Accounting Department as needed

Skills

• Recent experience in a retail insurance brokerage environment required
• High school diploma or equivalent required
• Property & Casualty broker's license required upon hire
• Demonstrated client service to establish and maintain effective relationships
• Strong business writing skills through relevant work and knowledge assessments
• Intermediate level of experience with Microsoft Office (Word, Excel, and Outlook)
• Excellent written communication skills – writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively
• Ability to organize, prioritize, and manage multiple deadlines in a fast-paced environment
• Ability to handle situations in a calm, courteous and professional manner
• Sharp attention to detail, decision-making skills, problem resolution and strong negotiation skills
• Sound judgment with the ability to make independent decisions within established guidelines
• Flexibility and adaptability to changing priorities, deadlines, and technology
• Ability to successfully interact with a variety of people and function well both in a team environment and autonomously
• Ability to work additional hours as needed to meet client and business deadlines
• Must be able to accommodate minimal travel if required
• When working from home, you must maintain a confidential workspace and high-speed internet
• Basic familiarity with AI tools and an interest in learning how to apply them in day-to-day work
• Experience with EPIC (agency management system) preferred
• 5+ years of commercial lines insurance servicing experience preferred
• Bachelor's degree (BA/BS) preferred

Benefits

• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs
• Performance-based incentives

Company Overview