Commercial Lines Account Manager

About Us:

PCF Insurance Services is a Top 20 U.S. brokerage firm that provides insurance solutions for our clients - we do this by using our expansive network of Agency Partners to match our clients with the specific insurance agencies that can fill their unique insurance needs. PCF Insurance Services was recently named #118 by Inc. 5000 Fastest-Growing Private Companies in America. PCF was also named #1 by Utah Business Fast 50 as the fastest-growing business in Utah for 2022 and 2021. We are also the #1 largest active acquirer in the Nation.

Duties and Responsibilities: The Commercial Lines Account Manager will work closely with Producers and is responsible for the following job duties:

Customer Support

· Ensure that customers make buying decisions armed with the right amount of information

· Answer Billing questions

· Analyze customer’s complaints and recommend solutions

· Discuss with customers on telephone and provide information on the company’s products and services.

· Communicate changes or adjustment in policies to clients.

· Send newsletters, mails, and other forms of correspondences to customers.

· Assist clients in filling of policy documents and contact them whenever any error is discovered, or when it needs to be corrected.

· Receive visiting customers and provide them with necessary assistance.

· Receive reports of claims and communicate reports of investigation to the clients.

· Take Claims calls and report to the carrier. Property, Auto and Workers Compensation Etc.

· Call up customers who had previously called to complain to know if their challenges have been resolved and to ensure that they are now satisfied.

Producer Support

· Assist in soliciting sales of new products and policies.

· Offer information about price quotes to prospective customers.

· Quote Accounts with Carriers

· Complete Applications (Epic)

· Work with Underwriting : Pricing, Coverage Enhancements and Endorsements

· Generate New Business & Renewal Proposals

· Assist with annual audit completion and revisions

Agency Support

· Liaise with other departments and provide support to them.

· Keep all Client records/emails etc.

· Manage and protect the reputation of the company.

· Maintain strong clientele relationship with customers.

Qualifications:

· Property & Casualty license is highly preferred, if not willingness to obtain

· Customer Service experience is required, if not licensed

· Excellent communication skills: written, verbal and listening

· Must have strong interpersonal communication skills

· Must be tech savvy

· Must be able to communicate effectively via phone and email

· Must be motivated and determined

Compensation: Competitive and commensurate with experience

Schedule: FT Hours of Operation 8:00 AM- 5:00 PM

Benefits:

· Medical

· Dental

· Vision

· Life Insurance

· Paid Time Off

· 401K