Senior Account Manager - Commercial P&C

Loomis Co; Wyomissing (Berks County); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading company in the insurance sector seeks an experienced individual for a full-time position at their Wyomissing headquarters. The role involves client interaction, data management, and ensuring accurate policy handling. Ideal candidates will possess strong communication skills and a detail-oriented mindset, with a background in property and casualty insurance. The company offers a supportive environment with opportunities for career advancement and generous benefits.

Benefits

Generous Paid Time Off & holidays

Work/Life Balance

Medical, Dental, and Vision insurance

401k with company match

Career advancement opportunities

Qualifications

• 3-5 years of P&C commercial insurance experience preferred.
• Ability to prioritize and delegate workflow.

Responsibilities

• Advise clients on coverage issues.
• Input data into the system.
• Handle customer calls for certificates of insurance.

Skills

Customer service experience

Detail-oriented mindset

Excellent verbal and written communication skills

Organizational skills

Education

High School Diploma or GED

Property & Casualty license

CIC / CISR designation

Tools

Microsoft Office

Job description

Job Details

Level: Experienced

Job Location: Headquarters - Wyomissing, PA

Position Type: Full Time

Salary Range: Undisclosed

Job Shift: Day

Description

The Loomis Company is seeking individuals who are driven, reliable, and looking to excel with our growing team! For over 70 years, The Loomis Company has been a family owned company committed to protecting what you value most…Your people. Your assets. Your future.

WHO WE ARE:

With a reputation as one of the most trusted insurance experts in the industry, The Loomis Company continually expands our business with a focus on service, expertise, and technology.

WHO WE'RE LOOKING FOR:

This individual will have the ability to contact clients, gather information, determine coverage needs for each client, and market, place, and sell the account. Knowledge of financial statements and the ability to prioritize and delegate workflow are essential for success.

• Advise clients on coverage issues.
• Decide the best market for placing an account and approach suitable markets.
• Check all incoming policies, audits, and endorsements for accuracy.
• Input data into the system.
• Bill policies, audits, and endorsements.
• Write to companies for corrections to policies, endorsements, audits.
• Enter and update applications for marketing submissions.
• Follow up with companies during the marketing process to obtain quotations.
• Handle customer calls for certificates of insurance and policy changes.
• Write to companies for changes, issue certificates and ID cards, and send them to customers.
• Issue binders and cancellation requests.
• Monitor expiration lists to ensure timely binding or renewal.
• Research and explain accounting differences.
• Perform rating if needed.
• Check follow-up items and outstanding requests.

WHERE YOU'LL BE LOCATED:

In a secure, quiet location with high-speed, reliable internet, either remotely or in our Wyomissing Office.

WHAT YOU CAN BRING TO THE TEAM:

• Customer service experience.
• Speed and accuracy in all tasks.
• Detail-oriented mindset.
• Knowledge of Microsoft Office products.
• Excellent verbal and written communication skills.
• Organizational skills.

DESIRED EDUCATION AND EXPERIENCE:

• High School Diploma or GED.
• Property & Casualty license required.
• 3-5 years of P&C commercial insurance experience preferred.
• CIC / CISR designation preferred or willingness to complete the courses.

WHAT WE HAVE TO OFFER YOU:

• Generous Paid Time Off & holidays.
• Work/Life Balance.
• Medical, Dental, and Vision insurance.
• Healthcare spending or reimbursement accounts such as HSA or FSA.
• Employer-paid core benefits: Life Insurance, Short & Long Term Disability, EAP.
• 401k with company match.
• Many company-sponsored employee events.
• Career advancement opportunities.

PHYSICAL DEMANDS:

The physical demands include keyboard work, verbal communication, and close vision computer use. Ability to lift up to 15 pounds may be required. Reasonable accommodations will be provided for individuals with disabilities.

HIPAA SECURITY STATEMENT:

This position may require access to private health information (PHI) and/or electronic private health information (EPHI). Access will be granted based on job responsibilities to ensure confidentiality and security.

The Loomis Company is an equal opportunity employer committed to diversity and inclusion. We do not discriminate based on sex, orientation, gender, pregnancy, race, color, creed, national origin, citizenship, religion, disability, marital status, age, genetic information, veteran status, or any protected characteristic.

This employer uses E-Verify. For more information, visit The Loomis Company E-Verify. E-Verify confirms employment eligibility by comparing information with DHS and SSA records.

Qualifications