Commercial Lines Assistant — Client Service & Renewals

Glatfelter Insurance Group; York, Northern (York County, KY); Hybrid; USD 42,000 - 52,000; Full time

Job summary

Glatfelter Insurance Group's York, PA office is seeking a Commercial Lines Assistant Account Manager to support our Commercial Lines team in day-to-day servicing of clients. Onsite requirement at Leader Heights office, York, PA.

You'll collaborate with Account Managers to quote, rate, bind, and maintain records in Epic, issue COIs, prepare Auto ID Cards, enter client data, and assist with renewals, while upholding compliance and delivering excellent customer service.

Qualifications

• High School Diploma or equivalent required. Some college coursework or a college degree preferred.
• Commercial Lines retail insurance agency experience preferred. PA Property & Casualty license or must attain within three 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 underwriters, clients, marketing representatives, 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 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

Communication skills

Customer service

Detail oriented

Time management

Independent worker

Education

High School Diploma

College coursework or degree preferred

Tools

Microsoft Office

Excel

Outlook

Applied Epic

Job description

Glatfelter Insurance Group's York, PA office is seeking a Commercial Lines Assistant Account Manager to support our Commercial Lines team in day-to-day servicing of clients. Onsite requirement at Leader Heights office, York, PA.

You'll collaborate with Account Managers to quote, rate, bind, and maintain records in Epic, issue COIs, prepare Auto ID Cards, enter client data, and assist with renewals, while upholding compliance and delivering excellent customer service.