Commercial Lines Account Manager - Programs

CWA Recruiting; Pennsylvania; On-site; USD 60,000 - 90,000; Full time

Job summary

CWA Recruiting is seeking a Commercial Lines Account Manager in Wayne County, PA to oversee daily operations and support underwriters. You will collaborate with Service Directors to deliver outstanding client service, review new business and renewal workbooks, and prepare presentation materials for client meetings.

A Pennsylvania Insurance License and experience in commercial insurance are required, along with strong communication and multitasking abilities.

Qualifications

• A Pennsylvania Insurance License is required.
• Prior experience in commercial insurance is preferred.
• Strong communication skills are essential.
• Ability to manage multiple tasks concurrently.

Responsibilities

• Support underwriters by evaluating eligibility and analyzing risk factors.
• Collaborate with Service Directors to deliver outstanding client service.
• Equip virtual assistants to rate, process, and issue policies.
• Review and submit new business and renewal workbooks for evaluation.
• Examine renewal binders, ID Cards, and pre-documentation for delivery to service directors.
• Finalize presentation materials for client meetings.
• Develop ideas to enhance cross-selling and coverage options.
• Maintain accurate file documentation.

Skills

Commercial insurance

Communication

Multitasking

Reliability

Education

PA Insurance License

Job description

Property and Casualty Insurance

Wayne County, PA

Responsibilities

JOIN A COMMUNITY THAT VALUES ITS TEAM AND CLIENTS! They are seeking a Commercial Lines Account Manager to oversee daily operations.

The Account Managers will support underwriters in evaluating eligibility and analyzing risk factors. They will collaborate with Service Directors to ensure that our clients receive outstanding customer service. Additionally, Account Managers will equip virtual assistants with everything necessary to accurately and promptly rate, process, and issue policies. They will review and submit new business and renewal workbooks for evaluation. Furthermore, they will examine prepared renewal binders, ID Cards, and pre-pre documents for delivery to service directors. They will finalize all presentation materials for presenters to showcase to clients. They will also develop ideas to incorporate into new and renewal presentations focused on cross-selling and enhancing coverage options. Accurate file documentation will be maintained.

Requirements

A Pennsylvania Insurance License is required. Candidates should have prior experience in commercial insurance. Basic computer skills are necessary. Reliability and dependability are essential traits. Strong communication skills are important. The ability to manage multiple tasks is expected.