Commercial Lines Account Manager

Liberty Company; Hanover, Northern (York County, KY); Hybrid; USD 52,000 - 78,000; Full time

Benefits offered by this job

PTO

Holiday pay

Wellness programs

Wellness programs and stress relief

Job summary

Grove Financial & Associates, a Liberty Company, seeks a Commercial Lines Account Manager for its Hanover, PA office. You will service small to mid-size commercial accounts, process applications, renewals, endorsements, and coordinate with producers and carriers to ensure accurate coverage and timely billing.

Ideal candidates have a valid DOI P&C license or eligibility, experience with EZLynx and AMS360/Epic, strong communication, and attention to detail.

Qualifications

• Good listening skills and attention to detail.
• Customer service mindset and proactive communication.
• Familiarity with commercial lines insurance is a plus.
• Knowledge of AMS360 or Epic and similar agency systems.
• Good listening, attention to detail, and a positive attitude.

Responsibilities

• Provide prompt, accurate service to clients, producers, and company personnel.
• Process applications, endorsements, and policy changes for commercial accounts.
• Review renewals and assist with up-sell/cross-sell opportunities.
• Review renewals for significant changes and communicate with producers.
• Maintain documentation in AMS360 or Epic and follow agency procedures.

Skills

Listening skills

Attention to detail

Positive attitude

Customer service mindset

Strong listening skills & attention to

Education

High school diploma or equivalent

College degree preferred

Tools

EZLynx

AMS360

Epic

Job description

# Commercial Lines Account ManagerHot JobGrove Hanover Office - Hanover, PA 17331; Grove Elliottsburg Office - Elliottsburg, PA 17024; Grove Harrisburg Office - Harrisburg, PA 17109; Grove Mechanicsburg Office - Mechanicsburg, PA 17050## Description**Grove Financial & Associates, a Liberty Company**partner, is a rapidly growing, dynamic organization with locations in Beaver Springs, Chambersburg, Elliottsburg, Hanover, Harrisburg, and Mechanicsburg, PA. We are in search of a Commercial Lines Account Manager to join our team in our Hanover location! In addition to an award-winning company culture, you can expect competitive salary, generous benefit package, PTO, Holiday pay, employee wellness and stress relief programs, opportunities to give back to your community, and more!If you are energetic, confident, and have a strong insurance sales background we want to hear from you! **Position Summary:**Provide prompt, accurate and courteous service to clients, producers and company personnel in a professional and positive manner. Handle all tasks associated with obtaining, maintaining, expanding and servicing existing accounts in accordance with all agency procedures and carrier guidelines. This includes processing applications, policy changes, account review and renewal remarkets, up-selling existing policies, and cross-selling new policies. Support company growth by working with producers, management, and other personnel on special projects or duties as directed. **Major Responsibilities:*** Work with Account Executive and/or Department Lead for guidance and training on all aspects of servicing clients.* Primarily responsible for small to mid-size commercial lines accounts.* Process all applications, policies and endorsements for clients, review for accuracy.* Update policy accounts with most current information as received.* Review renewals for significant changes, alert producer as needed.* Follow up on notices of non-payment per agency procedures and notify producer of cancelled/expired policies for rewrite.* Respond to carrier memos and process any necessary updates.* Prepare and process requests for ID cards, evidence of property, certificates of insurance, and binders.* Process claim reports according to carrier procedures or forward to Liberty claims dept as needed.* Process agency bill renewals & invoicing.* Review monthly Aged Accounts Receivables Report provided by accounting dept.* Inform producers of all important activities on their accounts.* Offer a cross-sell to every client that has only one line of business with the company.* Quote higher limits and coverages when processing endorsements for potential up-sell.* Market renewal business as appropriate, alert producer of possible rewrite.**Performance Expectations:*** Service Company and clients in a manner to avoid potential exposure to E&O claims.* Alert management of incidents that may require management assistance or approval.* Respond to phone calls and e-mails within acceptable timeframe not to exceed 24 hours.* Process client requests (e.g. ID cards, certs, binders) within 24 hours of request.* Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in AMS360 or Epic.* Utilize AMS360 or Epic suspense system to follow up on outstanding items in a timely manner to avoid overdue situations.* Prioritize workload and request assistance as necessary to reduce backlog.* Participate with management and other departments/personnel on special projects and other duties as needed.* Keep current on rates, forms and coverage changes through bulletins, trade publications, and seminars.* Participate in seminars and classes for skill and knowledge development.## Qualifications**Minimum Qualifications (Education, Experience, Skills):*** High school diploma or equivalent is required, college degree preferred.* Active DOI P&C License required.* Professional designation is a plus.* Experience with EZLynx preferred* Knowledge of AMS360 OR Epic system or similar agency management system.* Good listening skills, attention to detail, and a positive attitude are essential.* Knowledge of commercial insurance and products.---***Promoting Peace of Mind for All***At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.---\\*Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, §§1033 and 1034 to qualify for that role