Commercial Lines Account Manager

Position Overview:
The Commercial Lines Insurance Account Manager is responsible for managing a portfolio of commercial insurance accounts, ensuring excellent client service, and maintaining relationships with clients, carriers, and producers. This role requires a strong understanding of commercial insurance products, the ability to identify client needs, and the skill to coordinate effective solutions.

Key Responsibilities:

Client Relationship Management:

• Serve as the primary point of contact for assigned clients, addressing inquiries and resolving issues promptly.
• Build and maintain strong client relationships through regular communication and exceptional service.

Policy Management:

• Handle the complete lifecycle of commercial insurance policies, including renewals, endorsements, audits, and cancellations.
• Review policy documents to ensure accuracy and compliance with client requirements.
• Process and manage policy changes, such as updates to coverage or limits.

Risk Assessment and Coverage Placement:

• Collaborate with clients to assess risks and determine appropriate coverage needs.
• Work with carriers to secure quotes and negotiate terms that best meet client needs.
• Present coverage options and recommendations to clients in a clear and professional manner.

Account Servicing:

• Respond to client requests for certificates of insurance, claims assistance, and other documentation.
• Ensure timely issuance and delivery of certificates, binders, and policy documents.
• Assist clients with claims processes, liaising with adjusters and carriers as needed.

Collaboration and Support:

• Partner with producers and sales teams to grow and retain accounts.
• Provide training and guidance to clients on risk management strategies and insurance best practices.
• Collaborate with underwriters and carrier representatives to maintain positive relationships.

Administrative Duties:

• Maintain up-to-date records in the agency management system.
• Monitor and follow up on outstanding items, such as payments and renewals.
• Prepare reports and summaries for internal and external use.

Qualifications

• Must have an active PA Property & Casualty insurance license
• Valid Driver's License and Background Check Performed

Job Type: Full-time

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Vision insurance

Supplemental Pay:

• Commission pay

Work Location: In person