Commercial Lines Insurance Account Manager

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

Job summary

SolomonEdwardsGroup, LLC is seeking an experienced Commercial Lines Insurance Account Manager in Springfield, PA for a hybrid role. The ideal candidate will manage a multimillion-dollar book, drive client retention, and support renewal strategies with carriers and internal teams.

Responsibilities include processing policies, endorsements, renewals, and client communications, while leveraging EPIC or similar systems to maintain accurate data and service quality.

Qualifications

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

Responsibilities

• Build and expand relationships with clients by addressing needs and resolving underwriting or policy issues.
• Meet with clients to discuss renewal strategies, in person or virtually.
• Manage daily account activity including processing policies/endorsements, invoicing, certificates of insurance, premium breakdowns, policy changes, and coverage questions.
• Oversee the account life cycle: pre-renewal, renewal, post-renewal, and client visits as needed.
• Coordinate with claims and carriers to support difficult claims and market renewals.

Skills

Client relationships

Renewal strategy

Account management

Communication

Cross-state experience

Education

Property & Casualty license

Tools

EPIC

AMS360

TAM

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