Commercial Lines Account Manager, Insurance Agency
Benefits:
401(k)
401(k) matching
Competitive salary
Health insurance
Paid time off
Blue Bell, PA insurance agency seeking an Commercial Lines Account Manager to join our team. This individual must be a team player, be enthusiastic in all interactions, have a cheerful disposition and be a self starter. Must be customer centric with client engagement as first priority. Will work in tandem with Account Managers and Producers to provide quality service to our clients. This is a great opportunity to grow and develop your insurance career!
Limited Hybrid Work Schedules Available
Sign On Bonus Offered
Essential duties and responsibilities
Set up & send out renewal surveys to clients and assist client with any questions or issues they have in completing the renewal survey materials.
Oversee and manage the policy checking and delivery process to insured as directed by the team.
Request loss runs from insurance carriers or pull directly from websites.
Prepare customer correspondence including certificates of insurance, binders, ID cards, cancellations, letters, etc.
Review policies, audits, and endorsements for accuracy; report errors to insurance companies for correction.
Responsible for inputting and updating customer and policy information in agency management system and to ensure all information is accurate.
Handle questions, research, and resolve problems.
Interact with carriers and clients to ensure delivery of exceptional customer service and adherence to policies and procedures.
Requirements
Good communication skills - as you will be speaking and communicating with clients, company underwriters and coworkers.
Good writing skills - to send clear and intelligent correspondence, emails etc. to clients and company underwriters.
High School Diploma
5+ years experience in insurance, required.
Experience with Vertafore/AMS360 a plus
Current Property and Casualty License
Benefits
401k with employer matching
Health Insurance
Dental Insurance
Life & Disability Insurance
PTO and paid holidays
Limited hybrid work-from-home options may become available after successful completion of training
A casual office environment with a dedicated and professional team
Opportunity for advancement and a place to grow your career
Job Type: Permanent
Pay: $70,000.00 - $80,000.00 per year
Supplemental Pay:
Bonus opportunities