Commercial Lines Account Manager: Client Growth & Service

The Yurconic Agency; Stroudsburg (Monroe County); Sur place; USD 45 000 - 65 000; Plein temps

Avantages offerts par ce poste

Competitive Compensation

Vision Insurance

Disability Insurance

Supplemental Insurance (Critical Illl…

401(k) with Safe Harbor Match

Paid Time Off

Paid Holidays

Résumé du poste

The Yurconic Agency in the Greater Lehigh Valley seeks a Commercial Insurance Account Manager to service a designated book, strengthen client relationships, and support agency growth through solid account management.

You will interact with clients, carriers, and internal teams to process policy changes, endorsements, renewals, and timely documentation while maintaining accurate records and delivering high-quality service.

Qualifications

• Minimum 2 years of commercial lines insurance account management experience.
• Active Pennsylvania Property & Casualty license required.
• Prior experience in an independent agency environment strongly preferred.
• Knowledge of commercial insurance products, underwriting processes, and carrier relationships.

Responsabilités

• Deliver a consistently positive client experience through responsive and professional service.
• Build and maintain strong client relationships to promote retention and long-term satisfaction.
• Represent the agency in a professional, ethical, and courteous manner aligned with agency values.
• Respond to client inquiries via phone and email in a timely, respectful, and effective manner.
• Identify opportunities to cross-sell or expand accounts and support agency growth initiatives.
• Maintain accurate and up-to-date client and policy information in the agency management system.
• Document all client interactions and account activity in accordance with agency procedures.
• Process routine policy service requests including auto ID cards, certificates of insurance, and policy changes.
• Receive and manage change requests, update account documentation, and communicate changes to carriers as needed.
• Process endorsements and ensure schedules remain current and accurate.
• Provide prompt, accurate, and professional responses to all service needs.
• Remain available during business hours to manage incoming client communications.
• Gather risk and coverage information from clients and prepare carrier submissions.
• Complete carrier applications and enter quote information into agency and carrier platforms.
• Prioritize placement of business with agency-appointed and preferred carrier partners.
• Prepare and complete questionnaires, supporting documentation, and required underwriting materials according to agency standards.
• Obtain, compare, and evaluate carrier quotes and collaborate with Producers to recommend appropriate coverage.
• Issue binders for new and rewritten business as authorized.
• Prepare and deliver policies and renewal documentation to clients in a timely and professional manner.

Connaissances

Client service

Communication

Attention to detail

Time management

Independent work

Formation

High School Diploma or equivalent

Outils

AMS360

Applied Epic

MS Office

Description du poste

The Yurconic Agency in the Greater Lehigh Valley seeks a Commercial Insurance Account Manager to service a designated book, strengthen client relationships, and support agency growth through solid account management.

You will interact with clients, carriers, and internal teams to process policy changes, endorsements, renewals, and timely documentation while maintaining accurate records and delivering high-quality service.