Onsite Commercial Lines Account Manager - York, PA

HCI Training; York (York County); On-site; USD 65,000 - 90,000; Full time

Job summary

The Glatfelter Agency (TGA), a division of Glatfelter Insurance Group, is seeking an experienced Commercial Lines Account Manager to join our growing team. The individual will be assigned a book of business to maintain and service and will be onsite at Leader Heights, York, PA.

Responsibilities include servicing clients, coordinating renewals, and collaborating with the Account Executive while ensuring accuracy and regulatory compliance.

Qualifications

• College degree or equivalent combination of education and work experience sufficient to perform the essential duties of the job required.
• Commercial Lines retail insurance agency experience required.
• Licensed Pennsylvania Property/Casualty Agent.
• Strong Microsoft Word Skills.
• CISR Designation preferred.
• Applied Epic experience preferred.
• Must be able to communicate effectively both orally and in writing with internal and external customers including 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.

Responsibilities

• Manage and service an existing book of business with professionalism.
• Convey complex insurance information clearly.
• Serve as primary contact for Commercial client inquiries and requests.
• Collaborate with Account Executive on account activity.
• Coordinate renewal quotes with incumbent carrier and other carriers if marketing; reconcile quotes to specs.
• Use carrier websites to quote, rate, bind, and perform other functions.
• Prepare materials for client renewal presentations and agency proposal documents.
• Maintain accurate records in the agency management system (Epic).
• Review all carrier issued documents for accuracy.
• Issue Certificates of Insurance & Prepare Auto ID Cards.
• Process mid-year client change requests.
• Ensure compliance with company procedures and workflows.

Skills

Strong communication

Customer service

Independent with team

Education

College degree or equivalent

Tools

Epic

Microsoft Word

Job description

The Glatfelter Agency (TGA), a division of Glatfelter Insurance Group, is seeking an experienced Commercial Lines Account Manager to join our growing team. The individual will be assigned a book of business to maintain and service and will be onsite at Leader Heights, York, PA.

Responsibilities include servicing clients, coordinating renewals, and collaborating with the Account Executive while ensuring accuracy and regulatory compliance.