Commercial Lines Account Manager Pennsylvania

Cesfl; Altoona (PA); On-site; USD 60,000 - 80,000; Full time

Job summary

Criterion Executive Search in Altoona, PA is seeking a Commercial Lines Account Manager to handle daily client service needs, conduct thorough renewal reviews, and make informed coverage recommendations.

You will ensure data accuracy in the binding process, prepare renewal proposals, and review audits for changes in exposures. Cross-selling other agency services is also expected. A PA license is required and Applied Epic experience is preferred.

Qualifications

• 2+ years of Commercial Lines Insurance Account Management experience.
• Active Property & Casualty License in Pennsylvania.
• Experience with Applied Epic is preferred.
• Proficiency in Microsoft Office Suite.
• Stay current on insurance knowledge and industry developments.

Responsibilities

• Respond to daily service needs of clients.
• Performs renewal reviews thoroughly and timely and makes coverage recommendations.
• Assures that all pertinent data is properly input in the computer upon binding.
• Prepares renewal proposals.
• Reviews audits for changes in classifications or big increase or decrease in exposures.
• Rounds out existing accounts and cross sells to client other services provided by the agency.
• Makes sure management system is documented.
• Backs up other Account Managers as needed.

Skills

Account Management

Client service

Cross-selling

Microsoft Office

Education

PA Property & Casualty License

Tools

Applied Epic

Microsoft Office

Job description

Growing independent insurance agency is seeking a Commercial Lines Account Manager.

Responsibilities

• Respond to daily service needs of clients.
• Performs renewal reviews thoroughly and timely and makes coverage recommendations.
• Assures that all pertinent data is properly input in the computer upon binding.
• Prepares renewal proposals.
• Reviews audits for changes in classifications or big increase or decrease in exposures.
• Rounds out existing accounts and cross sells to client other services provided by the agency.
• Makes sure management system is documented.
• Backs up other Account Managers as needed.

Requirements

• 2+ years of Commercial Lines Insurance Account Management experience.
• Must have Active Property & Casualty License in the state of Pennsylvania.
• Experience in Applied Epic (preferred).
• Proficiency in Microsoft Office Suite.
• Remain current on insurance knowledge and various industry developments.