Commercial Insurance Account Manager

About You:

You are ready, willing and able to help others become more effective and successful. You believe that your individual success is tied to the results of the team. You are an empathic individual with a high degree of sincerity. You tend to follow through on projects, always doing your homework prior to a meeting or event. You tend to be very service-oriented. You have excellent listening skills and are perceived as a person with an active interest in the opinions of others. Your style is natural and genuine. You persuade others by offering empathy, understanding and friendship. You are able to handle both the human side and the task side of the job. You are comfortable with talking to people and business owners on the phone and using a computer all day, so you are computer literate. Like to work with numbers and learn new things. You desire to be part of a team and want to be part of the solution and not the problem. If this sounds like you, please read on.

Job Responsibilities:

· Establish working relationships with clients, potential clients and companies we represent on the phone, email and on paper.

· Manage all types of commercial service requests including certificates of insurance, upcoming renewals, Commercial Insurance submissions, and pending cancellations.

· New & renewal business processing that includes working with underwriting.

• Assist in new business quoting / data entry / cross sales.
• Handle renewal submissions when needed.
• Commercial Insurance renewal reviews.
• Support teammates with follow up for clients and prospects.

· Research and resolve coverage questions.

· Check reports daily for renewals, lapses, etc.

· Promptly respond to client needs either on the phone or electronically.

· Maintain client files and process routine correspondence between our agency and the client or company… both paper records and on our many different software programs

· Assist with other office duties as they arise and are needed

Professional and Personal Skills:

· Proficient with Microsoft Word, Excel, Outlook and a calculator

· Type quickly and accurately

· Excellent communication skills both verbal and written

· Organized, structured, punctual and will follow the rules

· Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical and honest

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Benefits:

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

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Education:

• High school or equivalent (Preferred)

Experience:

• Insurance: 3 years (Required)

License/Certification:

• Property & Casualty License (Required)

Ability to Relocate:

• Bensalem, PA 19020: Relocate before starting work (Required)

Work Location: In person