COMMERCIAL ACCOUNT ADMINISTRATOR

The Carlisle Group (TCG); Lemoyne (Cumberland County); Híbrido; USD 45.000 - 60.000; Jornada completa

Descripción de la vacante

The Carlisle Group seeks a Commercial Lines Account Administrator/Account Manager in Harrisburg with hybrid schedule to service a designated group of clients, support Sales Executive and Account Executive Commercial, and handle policy changes and billing reviews.

The role centers on Property and Casualty, requiring strong customer service, documentation, and cross-sell capabilities. A two-year degree and 3–5 years of insurance experience are preferred, plus a P&C license.

Formación

• Associate degree or equivalent with insurance knowledge.
• 3–5 years of insurance experience and/or training.
• Must possess or obtain a Property & Casualty license.
• Continuing education as required by statutes.

Responsabilidades

• Service a designated group of customers, manage and process policy changes and review billings.
• Provide quotes, proposals, and bind coverage according to insurer guidelines.
• Coordinate processing of documents with the Administrative Assistant.
• Provide support to Sales Executives and/or Account Executive Commercial to foster new-business opportunities and cross-sell.
• Review assigned policies to determine if additional coverages should be solicited prior to renewal.
• Conduct periodic service calls for designated customers.
• Document all conversations with customers and/or insurers relative to exposures and coverages.
• Refer to the agency’s Policy and Procedures Manual as needed.

Conocimientos

Excellent customer service

Oral and written communication

Interpersonal skills

Analytical skills

Computer software proficiency

Educación

Associate degree or equivalent

Descripción del empleo

Job Description

COMMERCIAL LINES ACCOUNT ADMINISTRATOR/ACCOUNT MANAGER

LOCATION: Harrisburg, Lititz, York

SCHEDULE: Hybrid Flexibility

DIVISION: Commercial Lines Department

REPORTS TO: Commercial Lines Service Manager

LICENSE REQUIRED: Yes (P&C)

STATUS: Non-Exempt

Position Summary

The Commercial Account Administrator is responsible for servicing a designated group of customers, providing support to Sales Executive and/or Account Executive Commercial as applicable, processing work, receiving and making calls to customers or insurers, or by assisting in any other areas as required. The primary line of business is Property and Casualty.

Primary Responsibilities And Duties

• Service a designated group of customers, manage and process customer requests including changes to policies; review billings.
• Provides quotes, proposals, and bind coverage as needed according to insurer guidelines.
• Coordinates processing of the necessary documents with the Administrative Assistant.
• Provides support to Sales Executives and/or Account Executive Commercial: The Commercial Account Administrator should be responsive to customer inquiries and requests, in order to foster new-business opportunities (including by identifying cross-selling opportunities), maintaining customer relationships and building customer loyalty.
• Reviews assigned policies to determine if additional coverages should be solicited prior to renewal
• Conducts periodic service calls for designated customers.
• Documents all conversations with customers and/or insurers relative to exposures and coverages.
• In all processes, refers to the agency’s Policy and Procedures Manual as needed.

Secondary Responsibilities and Duties

• Is diligent when interacting with customers, and in processing all coverage modifications in a timely manner to ensure customer satisfaction and prevent E&O exposure.
• Able to work independently with minimal supervision.
• May be expected to attend industry-specific seminars and training, as needed.
• Other duties, as assigned.

Knowledge, Skills, And Abilities

• Excellent customer service skills.
• Performs duties by complying with agency’s established procedures.
• Good working knowledge of computer office software.
• Excellent oral and written communication skills.
• Excellent interpersonal and analytical skills.

Qualifications

• Education: Associate’s degree from a two-year college or technical school, or equivalent combination of education and relevant experience.
• Experience: 3 to 5 years insurance experience and/or training
• Specialized Skills, Knowledge or Licensure: Possess or pass the requirement to be a licensed Property & Casualty insurance producer.
• Continuing Education/Training: as required by applicable statutes and regulations.