Full-Time

Excess Casualty Wholesale Account Manager

Posted on 2/19/2025

Hartford Financial Services

Hartford Financial Services

10,001+ employees

Provider of insurance solutions and risk management

Financial Services

Compensation Overview

$59.2k - $88.8kAnnually

+ Bonus + Long-term Incentives + On-the-spot Recognition

Mid, Senior

Frisco, TX, USA + 3 more

More locations: Houston, TX, USA | Chicago, IL, USA | Scottsdale, AZ, USA

Hybrid work arrangement with the expectation of working in an office 3 days a week (Tuesday through Thursday).

Category
Customer Success Management
Sales & Account Management
Required Skills
Word/Pages/Docs
Customer Service
Excel/Numbers/Sheets

You match the following Hartford Financial Services's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Experience as a Commercial Insurance Account Manager (or related) at a carrier or brokerage required
  • Knowledge of the following insurance coverages: Excess Liability, General Liability, and Auto exposures
  • Strong Customer Service orientation and Relationship Building skills required
  • Effective Communication Skills / Written and Verbal
  • Strong technical ability
  • Ability to work in a fast-paced and high volume work environment
  • Professional Demeanor
  • Proficiency in Microsoft Word, Excel, and Power Point Software. Knowledge of ImageRight, other insurance platforms also desired
  • Flexibility to work Pacific/Mountain/Central time zone business hours
Responsibilities
  • Renewal Analysis/loss analysis and prepping entire account for renewal quotes
  • Prepare and issue Binders, Policies, Endorsements and follow up for missing subjectivities
  • Some Rating analysis is required for renewal prep work and underwriting thought process
  • Review and analyze Endorsement requests, escalate issues as required, process endorsements
  • Complete Underlying policy analysis on each Excess policy and send for UW review. (Terms and Conditions, exposures, general information, aggregates etc.)
  • Serve as a point of contact for brokers and provide optimal customer service experience on behalf of the company
  • Careful adherence to compliance standards and excellent maintenance of account files, underwriting documentation
  • Participation in projects, as needed
  • Perform initial prequalification on all renewal submissions, generates a summary of all findings
  • Lead weekly huddle meetings with Underwriter and provides recommendations on renewal accounts
  • Work independently to proactively maintain timeliness of information in the underwriting files
  • Can negotiate skillfully in tough situations with both internal and external groups
  • Support sales efforts through an understanding of Global Specialty Wholesale strategies and industry programs
  • Coordinate activities for all supporting tasks (Rating, Broker information, Risk Engineering, etc.) on new business submissions and renewal accounts
  • Prioritize territory workload based upon varying service requirements and customer needs of different activities/transactions
  • Monitor work performance to ensure quality objectives and service commitments are achieved
  • Facilitate routing of tasks and work between brokers, underwriters, service team, and home office team
  • Back up other Account Managers as needed
  • May support various projects as determined by Operations and/or underwriting staff
Desired Qualifications
  • Excess & Surplus experience strongly preferred
  • College Degree preferred
Hartford Financial Services

Hartford Financial Services

View

The Hartford provides a variety of insurance solutions for both businesses and individuals. It offers products such as property and casualty insurance, group benefits, and mutual funds. The company focuses on small to medium-sized businesses, creating customized insurance policies that address risks like liability, property damage, and workers' compensation. For individual clients, The Hartford provides personal insurance options, including auto and home insurance. The company generates revenue by underwriting insurance policies and collecting premiums, while also investing these premiums to earn additional income. What sets The Hartford apart from its competitors is its strong emphasis on customer service and its ability to tailor insurance solutions to meet the specific needs of its clients. The goal of The Hartford is to help clients effectively manage their risks and protect their assets.

Company Size

10,001+

Company Stage

N/A

Total Funding

$119.9M

Headquarters

Hartford, Connecticut

Founded

1810

Simplify Jobs

Simplify's Take

What believers are saying

  • Tracey Ant's appointment may drive growth in Middle & Large Commercial segments.
  • Enhanced product offerings attract a broader range of business clients with customizable solutions.
  • Digital transformation provides a competitive advantage in the small commercial insurance sector.

What critics are saying

  • Increased competition from startups like Coterie offering flexible, tech-driven insurance solutions.
  • Doug Elliot's retirement may lead to transitional challenges and strategic shifts.
  • Focus on addiction training may divert resources from more profitable ventures.

What makes Hartford Financial Services unique

  • The Hartford leads in digital capabilities for small commercial insurance, recognized for four years.
  • Partnership with Yale enhances reputation in addressing opioid crisis through specialized training.
  • Enhanced Property and General Liability products offer customizable, scalable solutions for businesses.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Holidays

Hybrid Work Options

Remote Work Options

Tuition Reimbursement

Company News

Fintech Global
Oct 29th, 2024
HOMEE secures $12m in Series C funding to enhance AI claims management

HOMEE, the only AI-driven direct repair network for the Property and Casualty (P&C) insurance industry, today announced the successful closure of its Series C funding round, amassing $12m.

Benzinga
Sep 12th, 2023
Beam Benefits Closes On $40 Million Fundraise

COLUMBUS, Ohio, Sept. 12, 2023 (GLOBE NEWSWIRE) -- Beam Benefits, the digitally-led employee benefits company, today announced that it raised $40 million, bringing the company's total funding to over $200 million and increasing its valuation by 25% since the company's Series E raise in early 2021 .The round was led by existing investor Georgian , with broad sponsorship from a combination of new, existing, and strategic partner investors.Beam is on track to grow its revenue 40% year-over-year with its expanded benefits portfolio and continued investment in new platform capabilities . Over the past 18 months, Beam has launched six new benefits products and plans to add more in-demand products in the future."Our most recent funding is an incredible accomplishment, especially in the face of today's economic headwinds, and marks a significant step forward in our company's aggressive growth plans," says Alex Frommeyer, Beam's Co-Founder and CEO.This announcement comes on the heels of other growth news for the company. Recently, The Hartford and Beam Benefits released news of a strategic relationship supporting product expansion efforts for both companies.Tens of thousands of employers across the country choose Beam due to its simple and smart approach to employee benefits. Its digital-first tools, such as the Beam Quoting Tool, cut down or eliminate paperwork entirely and can deliver a quote in under 30 seconds. Hundreds of thousands of members love Beam too – due to the ease and simplicity of use, its app carries a 4.7/5 average rating on the Apple App Store with over 1,300 ratings.The capital raised will be used to further propel Beam's growth, including investment in its digital platform, which makes it easier for brokers to quote, enroll, and manage a full suite of ancillary products for their SMB clients.About Beam BenefitsBeam Benefits is a digitally-led employee benefits company that offers dental, vision, life, disability, and supplemental health coverage

CommercialSearch
Jun 14th, 2023
Birtcher Lands $49M for Inland Empire Development

Birtcher Development has received $49.2 million for the construction of a distribution center in Fontana, Calif.

UK Tech News
Jan 9th, 2023
Insurtech Superscript starts year with £45m fundraise

Insurtech firm Superscript has completed a £45m Series B funding round, in one of the first major UK tech investments of 2023.

Business Wire
Nov 1st, 2022
The Hartford Names Tracey Ant Head Of Middle Large Commercial Business Units

HARTFORD, Conn.--(BUSINESS WIRE)--The Hartford has named Tracey Ant head of Middle & Large Commercial Business Units effective Jan. 1. In this newly created role, Ant will oversee all Middle & Large Commercial business units driving underwriting excellence across multiple industries including construction, large property, real estate, life sciences, technology, energy, and marine. She will continue to report to A. Morris “Mo” Tooker, Head of Middle & Large Commercial, Global Specialty and Sales & Distribution. “Tracey is a well-known and highly respected leader both internally and externally,” said Tooker. “Her steadfast commitment to growing talent and deeply caring about the experiences of agents and brokers is unparalleled. We’re confident that she will continue to advance our solutions for midsize and large businesses and drive our future growth strategy.”