Commercial Lines Account Manager

The Juris Agency; Wescosville (PA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

PTO

Health insurance

Dental insurance

Vision insurance

Mon-Fri schedule

Hands-on training

Parental leave

Retirement plan

Evenings off

Job summary

YMI Insurance in Pennsylvania is seeking a proactive Account Manager to serve as the face of the agency for commercial clients. You will manage relationships, assess client needs, and coordinate policy options alongside underwriters and teammates.

You will participate in team meetings, contribute to strategy sessions, and help grow existing accounts while delivering exceptional service and guidance on risk management.

Qualifications

• Ideally active PA Property & Casualty license, required.
• Minimum 3 years experience in commercial insurance account management.
• Detail-oriented with strong multitasking and prioritization.
• Team player with a positive attitude and adaptability.
• Excellent written and verbal communication; critical thinking.

Responsibilities

• Serve as the primary contact for commercial insurance clients.
• Build and maintain long-lasting client relationships through regular communication and service.
• Understand client needs and provide appropriate coverage recommendations.
• Conduct regular client meetings to review policies and discuss options.

Skills

PA P&C license

3+ years commercial insurance

Detail-oriented

Multitasking

Team player

Strong communication

Industry certifications (CIC/CISR/CRM)

Education

Insurance certifications (CIC/CISR/CRM/CPCU)

Job description

Job Description

I'm not writing this job description with AI. I'm not having someone else on my team write it. This is the President of YMI Insurance, Jimi Honochick, writing to tell you how unique and how incredible of an opportunity this is.

YMI is one of the fastest growing insurance agencies in the area, with 25 staff members across three offices. I truly treat my main job as building this team, so we take hiring very seriously. You will be joining a team of dedicated, smart, and fun people who want to see you, our clients, and this agency thrive.

If you are a high-energy, team player you will do well in this position. You are the face of YMI to our commercial accounts, but you're not alone. We have weekly in-person meetings as a team, monthly strategy sessions, and regular check-ins. You will learn with the team and, hopefully, help teach the team. We believe that we all bring unique perspectives and make YMI better.

We're looking for someone with experience but are open to someone with only a few years, up to someone with decades of experience, and our pay will scale with that experience. Whether you are interested in leading a commercial team or are happier servicing small accounts, if you are a fit for YMI, we will find you the right position!

Jimi Honochick

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Mon-Fri Schedule
• Hands on Training
• Parental Leave
• Career Growth Opportunities
• Retirement Plan
• Evenings Off

Responsibilities

Client Relationship Management:

• Serve as the primary point of contact for commercial insurance clients.
• Build and maintain strong, long-lasting client relationships through regular communication and exceptional service.
• Understand clients' insurance needs and provide appropriate solutions and recommendations.
• Conduct regular client meetings to review policies, discuss coverage options, and address any concerns.

Policy Administration:

• Oversee the administration of commercial insurance policies, including processing policy endorsements, renewals, and cancellations.
• Ensure accuracy and completeness of policy documentation.
• Collaborate with underwriters and other team members to negotiate terms and conditions on behalf of clients.

Risk Assessment and Analysis:

• Conduct risk assessments for clients to identify potential exposures and recommend appropriate coverage solutions.
• Analyze insurance policies and coverage options to ensure they align with clients' risk management objectives.
• Provide proactive risk management advice to clients to help mitigate potential losses.

Claims Management:

• Assist clients with the claims process, including reporting claims to insurance carriers and facilitating communication between clients and claims adjusters.
• Advocate on behalf of clients to ensure timely and fair resolution of claims.
• Provide guidance and support to clients throughout the claims process, including assistance with documentation and claim settlement negotiations.

Business Development:

• Identify opportunities for account growth and revenue generation within existing client accounts.
• Collaborate with sales and marketing teams to develop strategies for acquiring new commercial insurance clients.
• Participate in networking events and industry conferences to expand professional contacts and promote the company's services.

Requirements

• An Active PA Property & Casualty License is required.
• Minimum 3 years experience in commercial insurance account management
• Detail-oriented with the ability to prioritize and multitask.
• A team player who is self-motivated with a positive attitude.
• Excellent written and verbal communication skills and the ability to think critically.
• Insurance industry certifications (e.g., CIC, CISR, CRM, CPCU) preferred.