Commercial Lines Insurance Account Manager

SolomonEdwards; Springfield Township (Delaware County); Hybrid; USD 100,000 - 110,000; Full time

Job summary

SolomonEdwardsGroup, LLC is seeking a Commercial Lines Insurance Account Manager for our Springfield, PA office with a hybrid schedule. The role focuses on managing a multimillion dollar book, client retention, renewal strategies, and high-level service across commercial lines.

Requirements include 5+ years in commercial insurance, Property & Casualty licenses, and experience with EPIC (or AMS360/TAM). The team values strong relationship building, effective communication, and coordination with

Qualifications

• Minimum of 5 years of Commercial Insurance experience.
• Valid Property & Casualty licenses.
• Experience with EPIC preferred, AMS360, TAM.

Responsibilities

• Build and expand relationships with clients by addressing needs and resolving underwriting or policy issues.
• Meet with clients in person or virtually to discuss renewal strategies.
• Manage daily account management of client accounts including policies, endorsements, invoicing, certificates, premium breakdowns and policy changes.
• Manage the account life cycle: pre-renewal, renewal, post renewal and client visits as needed.
• Coordinate with claims department to assist with difficult claims.
• Market renewals and new business and collaborate with marketing.
• Document conversations and information provided to and for clients.
• Utilize EPIC (or AMS360/TAM) to maintain complete data and documents.

Job description

Title: Commercial Lines Insurance Account Manager

Location: Springfield, PA (HYBRID)

Salary: $100,000 – 110,000k + discretionary bonus

Our client, a Top Regional Property & Casualty Insurance Broker is seeking an experienced Commercial Lines Insurance Account Manager to join their growing. This position will be based out of their Springfield, PA office, with the flexibility for HYBRID schedule. This position is open due to growth of the team and the ideal individual will have experience managing a multimillion dollar book of business, focusing on client retention, developing the relationship with client(s), and providing a high level of day to day service on book of business. Someone who has experience with Large Deductibles and heavy Property Insurance background would be a plus, although this isn’t required.

Responsibilities:

• Build and expand relationships with clients by addressing the client’s needs, including the identification and resolution of underwriting or policy issues.
• Willing to go out, or virtually, meet with clients to discuss renewal strategies.
• Manage the daily account management of client accounts, including processing policies / endorsements, invoicing, certificates of insurance, premium breakdowns, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to coverage questions.
• Managing the account life cycle: pre-renewal, renewal, post renewal and visiting client as needed.
• Prior experience delegating responsibilities to Account Managers (preferred, not required)
• Experience handling accounts that have a multi-state presence.
• Service & monitor accounts and disseminate account activity.
• Act as a liaise with claims department providing assistance with difficult claims.
• Build and solidify relationships with carriers through interaction on assigned accounts.
• Manage the renewal process for all assigned clients including reviewing loss information, aiding in obtaining updated information, handling renewal applications, remarketing, account rounding, reviewing and negotiating the renewal pricing and preparing the renewal proposal and binders.
• Remarket existing accounts as client requests or market environment warrants.
• Market renewals & new business as well as collaborate with marketing department.
• Contract and certificate requirement review.
• Document conversations and information provided to and for clients.
• Communicate and share information with fellow associates regarding coverage issues, market availability and market conditions.
• Utilize system capability (EPIC) and properly to maintain complete and accurate data and documents.

Requirements and Qualifications:

• Minimum of 5 years of Commercial Insurance experience
• Valid Property & Casualty licenses.
• Experience with EPIC preferred, but open to AMS360, TAM, or other software’s.

The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.

SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.

SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: https://solomonedwards.com/privacy-policy/#ccpa