COMMERCIAL ACCOUNT ADMINISTRATOR

The Carlisle Group (TCG); Pennsylvania; Hybrid; USD 45,000 - 65,000; Full time

Job summary

The Carlisle Group is seeking a Commercial Lines Account Administrator/Account Manager for a hybrid role to service a designated client group, support Sales Executives and Account Executives, and handle policy changes and billing.

The role focuses on Property & Casualty insurance, requires 3–5 years of insurance experience and P&C licensure; an Associate’s degree is preferred. Strong communication, interpersonal, and coordination skills are essential.

Qualifications

• Associate’s degree or equivalent education/experience.
• 3–5 years of insurance experience or training.
• Licensed Property & Casualty insurance producer or eligible.
• Continuing education as required by statutes.

Responsibilities

• Service a designated group of customers and process policy changes and billing.
• Provide quotes, proposals, and bind coverage per insurer guidelines.
• Coordinate document processing with the Administrative Assistant.
• Support Sales Executives/Account Executives and pursue cross-sell opportunities.
• Review policies for additional coverages before renewal.
• Conduct periodic service calls and document conversations with customers/insurers.
• Uphold agency policies and procedures.

Skills

oral and written communication

interpersonal skills

analytical skills

computer literacy

Education

Associate’s degree

Tools

Microsoft Office

Job description

COMMERCIAL LINES ACCOUNT ADMINISTRATOR/ACCOUNT MANAGER

SCHEDULE: Hybrid Flexibility

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

• 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.