Commercial Lines Assistant Account Manager

HCI Training; York (York County); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Tuition reimbursement

Paid holidays

Leave benefits

Job summary

Glatfelter Insurance Group's Glatfelter Agency is seeking an experienced Commercial Lines Assistant Account Manager to support the Commercial Lines team in servicing our commercial clients onsite at Leader Heights, York, PA.

Responsibilities include collaborating with Account Managers, quoting, rate and bind, maintaining records in Epic, issuing Certificates of Insurance, preparing renewal materials, and ensuring accuracy and compliance with agency procedures.

Qualifications

• High School Diploma or equivalent required. Some college coursework or a college degree preferred.
• Commercial Lines retail insurance agency experience preferred.
• Valid PA Property & Casualty license or must attain within three (3) months.
• Intermediate proficiency in Microsoft Office applications (Word, Outlook & Excel).
• Prior experience with Applied Epic or comparable agency management system preferred, but not required.
• Must be able to communicate effectively both orally and in writing with internal and external customers including but not limited to underwriters, clients, marketing representative, and service team members.
• Must be capable of working independently under team concept with general supervision.
• Should possess the ability to plan & prioritize, be detail oriented and able to handle multiple tasks.
• Must possess problem solving capabilities.
• Must possess strong customer service skills.
• Should have the ability to adapt to changing and improving technologies, and able to function within various on-line company rating sites.
• Must possess a genuine willingness to learn, be intuitive, resourceful and coachable.

Responsibilities

• Collaborate with Account Managers and Account Executives to provide quality service to our clients.
• Utilize carrier websites to quote, rate, bind, and various other functions.
• Maintain accurate records and documentation within agency management system (Epic).
• Issue Certificates of Insurance & Prepare Auto ID Cards.
• Accurately enter prospect and client data in applications.
• Process mid-year client change requests.
• Review all carrier issued documents for accuracy.
• Compiling materials for client renewal presentations, including preparation of the agency proposal document.
• Perform administrative functions such as phone reception, scanning and processing mail as needed.
• Ensure compliance with company procedures and workflows.
• Other duties as required or assigned.

Skills

Customer service

Communication

Detail oriented

Time management

Problem solving

Education

High school diploma

Tools

Microsoft Office

Applied Epic

Job description

For over 70 years, Glatfelter Insurance Group has believed in doing the right thing for our clients, agents, communities and associates. This founding principle has enabled Glatfelter to grow from the kitchen-table, one-man-operation as it began, to one of the largest managing general agencies in the U.S. with nearly 500 associates across the country, a distribution network of over 4,500 independent brokers and more than 30,000 clients. It is what drives us to innovate—the desire to deliver the best for our clients. Founded as The Glatfelter Agency, which is still in operation, the program basis of Glatfelter Insurance Group, Volunteer Firemen’s Insurance Services (VFIS), was founded in 1969. Throughout the years, Glatfelter has expanded to include specialized program business inclusive of public entities, educational institutions, healthcare facilities, and religious organizations. Glatfelter provides their insureds with comprehensive insurance solutions including property, casualty, life insurance, and more. In 2018, Glatfelter joined American International Group (AIG) and is now part of the AIG family.

About the Position

The Glatfelter Agency (TGA), a division of Glatfelter Insurance Group, is seeking an experienced Commercial Lines Assistant Account Manager to join our growing team. This individual will provide support for the Commercial Lines team in the day-to-day servicing of our commercial clients.

This position is required to be onsite at our Leader Heights, York, PA office.

Key Responsibilities

• Collaborate with Account Managers and Account Executives to provide quality service to our clients.
• Utilize carrier websites to quote, rate, bind, and various other functions.
• Maintain accurate records and documentation within agency management system (Epic).
• Issue Certificates of Insurance & Prepare Auto ID Cards.
• Accurately enter prospect and client data in applications.
• Process mid-year client change requests.
• Review all carrier issued documents for accuracy.
• Compiling materials for client renewal presentations, including preparation of the agency proposal document.
• Perform administrative functions such as phone reception, scanning and processing mail as needed.
• Ensure compliance with company procedures and workflows.
• Other duties as required or assigned.

What We’re Looking For

• High School Diploma or equivalent required. Some college coursework or a college degree preferred.
• Commercial Lines retail insurance agency experience preferred.
• Valid PA Property & Casualty license or must attain within three (3) months.
• Intermediate proficiency in Microsoft Office applications (Word, Outlook & Excel).
• Prior experience with Applied Epic or comparable agency management system preferred, but not required.
• Must be able to communicate effectively both orally and in writing with internal and external customers including but not limited to underwriters, clients, marketing representative, and service team members.
• Must be capable of working independently under team concept with general supervision.
• Should possess the ability to plan & prioritize, be detail oriented and able to handle multiple tasks.
• Must possess problem solving capabilities.
• Must possess strong customer service skills.
• Should have the ability to adapt to changing and improving technologies, and able to function within various on-line company rating sites.
• Must possess a genuine willingness to learn, be intuitive, resourceful and coachable.

Why Choose Glatfelter?

Glatfelter is honored to have been named a Best Place to Work in PA since 2005. We are proud to offer a range of employee benefits and resources that help you protect what matters most - your health care, savings, financial protection and wellbeing. In addition to 17 paid holidays, (which includes a personal holiday and mental health and wellness day) we provide a variety of leaves for personal, health, family, and volunteer needs.

We believe in fostering our associates' development and offer a range of learning opportunities for associates to hone their professional skills to position themselves for the next steps of their careers. We have a tuition reimbursement program for eligible associates to enhance their education, skills, and knowledge in areas that relate to their current position or future positions to which they may transfer or progress.

Equal Opportunity Employer

It has been and will continue to be the policy of Glatfelter Insurance Group to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. At Glatfelter, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability.

Glatfelter is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please contact Human Resources. Reasonable accommodations will be determined on a case-by-case basis.