Account Manager

Gilchrist Insurance Group; Media (Delaware County); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health and dental insurance

Simple IRA company match

Paid time off

Professional development assistance

Job summary

Gilchrist Insurance Group, an independent agency in Media, PA, seeks an experienced Commercial Lines Account Manager to support new business and renewals in a fast-paced, high-volume environment. You will work with producers, carriers, and underwriters to bind, quote, and issue policies while delivering exceptional client service.

Ideal candidates have 2+ years in commercial lines, an active PA P&C license or designation, and strong knowledge of Property, General Liability, and BOP coverages.

Qualifications

• 2+ years of commercial lines account management or customer service at an independent agency, brokerage or carrier.
• Active Pennsylvania Property & Casualty license or other industry designations (AINS, AIS, CPCU).
• Strong working knowledge of Commercial Property, General Liability, BOP, and related coverages.
• Excellent written and verbal communication skills, professional and responsive.
• Attention to detail with accuracy under pressure.
• Self-directed with time management and prioritization skills.
• Collaborative team player who can also work independently.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Experience with Vertafore AMS360 is a bonus.

Responsibilities

• New Business Support: coordinate applications, quotes, binding and payment with producers and underwriters.
• Package and market applications to carriers, negotiate terms, and follow through to policy delivery.
• Produce certificates, endorsements, and policy documents quickly and accurately.
• Assist with renewals: reviews, re-marketing, proposals and binding.
• Prepare summaries of insurance, coverage schedules, and renewal proposals.
• Verify policy accuracy and flag gaps; serve as primary client contact for service requests.

Skills

Account management

Customer service

Communication

Time management

Teamwork

Attention to detail

MS Office

AMS360 familiarity

Education

PA Property & Casualty license

Tools

AMS360

Microsoft Office

Vertafore AMS360

Job description

Gilchrist Insurance Group is an Independent Insurance Agency based in Media, PA, serving Commercial and Personal lines clients across the country. We are a close-knit, eight-person team that moves fast, takes pride in delivering exceptional service to our clients, and has a team first mentality. We are growing and looking for an experienced insurance professional who can hit the ground running and thrive in a high-volume environment.

Role Summary

The Commercial Lines Account Manager will be focused primarily on new business. You will be at the center of our submission and bind process. You will work closely with our producers, carrier portals and underwriters, and serve as a trusted point of contact for our clients. This is not an entry-level role. If you thrive in a fast-paced, high-touch environment and take accountability your work, you will fit right in.

Key Responsibilities

New Business Support

• Partner with commercial producers on new business opportunities: applications, quoting, proposal preparation, binding, and payment.
• Package and market applications to carrier underwriters, negotiate terms, and follow through to policy delivery.
• Bring creative problem-solving to each risk. Think beyond standard markets and find solutions when the obvious answer isn't available.
• Issue certificates of insurance, evidence of property insurance, endorsements, and other policy documents with accuracy and speed.
• Assist with assigned renewal commercial accounts, including coverage reviews, re-marketing, proposal preparation, and binding.
• Prepare summaries of insurance, coverage schedules, and renewal proposals for account review meetings.
• Verify policy accuracy and completeness at every stage; identify gaps and proactively flag issues.
• Serve as a primary client contact for service requests, coverage questions, billing issues, and claims assistance.
• Build and maintain strong working relationships with carrier underwriters to facilitate smooth renewals and new business placement.

Operations & Compliance

• Maintain accurate and up-to-date account files in AMS360 across all transactions, communications, and activities.
• Manage workflow and prioritize tasks to meet deadlines across a high-volume book of business.
• Maintain active PA Property & Casualty license and meet all continuing education requirements.
• Stay current on carrier appetites and market conditions to inform placement strategy and client recommendations.

What We're Looking For

• 2+ years of commercial lines account management or customer service experience at an independent agency, brokerage or carrier.
• Active Pennsylvania Property & Casualty license or other industry Designations (AINS, AIS, CPCU, etc.).
• Strong working knowledge of Commercial Property, General Liability, BOP, and related coverages.
• Excellent written and verbal communication skills. Professional, clear, and responsive.
• Exceptional attention to detail and a track record of accuracy under pressure.
• Self-directed with strong time management, organization, and prioritization skills.
• Collaborative team player who also knows how to own their workload independently.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Experience with Vertafore AMS360 is a bonus.

Benefits

• Competitive salary commensurate with experience.
• Health and dental insurance.
• Simple IRA company match.
• Paid time off.
• Professional development assistance and continuing education support.