SENIOR COMMERCIAL LINES ACCOUNT MANAGER

The Carlisle Group; Reedsville (PA); On-site; USD 70,000 - 100,000; Full time

Job summary

The Carlisle Group is assisting in locating a Senior Commercial Lines Account Manager for a well respected Property and Casualty Insurance Agency in the greater State College, Pennsylvania area. The role focuses on delivering exceptional client service, managing policy issuance and renewal processes, and coordinating with producers to ensure accurate, timely transactions.

The position emphasizes strong communication, attention to detail, and the ability to collaborate across departments to

Qualifications

• Experience in commercial lines insurance and client service.
• Ability to process policy changes, renewals, and billing details.
• Strong communication and collaboration with producers and operations.

Responsibilities

• Accountable for high standards of service and responsiveness to client needs.
• Prioritizes internal or external customer requests and ensures timely resolution.
• Works with the Producer to issue and renew client policies, ensuring accuracy and timely invoicing.
• Processes requests from clients and other entities requiring insurance coverage information.
• Generates and transmits documents and correspondence to satisfy client service requests.
• Makes customer service calls for supporting documentation for new or changed business.
• Sets priorities and manages workflow to ensure accurate processing of transactions.

Skills

Customer service

Policy processing

Communication

Time management

Job description

Our client is a well respected Property and Casualty Insurance Agency in the greater State College Pennsylvania area that has Retained The Carlisle Group to conduct a search for a Senior Commercial Lines Account Manager.

Job Responsibilities

• Accountable for high standards of service and responsiveness to ensure fulfillment of external and internal client needs.
  • Prioritizes internal or external customer requests and ensures appropriate resolution in a timely manner.
  • Ensures customer resolution through collaboration with other areas/departments as required.
• Works with the Producer to issue and renew client’s policies, making sure that policies are checked for accuracy in rating, typing, coverages, signatures, and that they are transacted to generate billing invoices.
  • Ensures that all items are delivered and/or mailed to client according to the client’s desire.
  • Process changes to insurance policies as requested by customers and approved by producers when applicable.
  • Processes requests from clients, financial institutions, and other entities requiring insurance coverage information.
  • Generates & transmits documents and correspondence to satisfy client service requests.
  • Makes customer service phone calls for supporting documentation for the accurate production of new business and/or changes to existing business.
  • Receives phone calls from clients regarding insurance and complies with the request and/or refers to producer when necessary.
  • Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
  • Maintains orderly electronic files and information, following agency standards.
  • Prepares and issues contract bonds for contractor clients.
• At the direction of producer, prepares company submissions for new & renewal business quotes and prepares proposals of insurance for new Commercial Lines clients.
• Works with Operations and Producers to ensure agency is provided high quality client service that adheres to the agency procedures and workflows to minimize E&O risk.
  • Refines and revises commercial client letters and proposals as needed to create a consistent, professional client experience.
  • Stays current on insurance industry information and technology.
  • Understands and follows agency E&O guidelines.
  • Works collaboratively to provide information and guidance as needed to ensure the success of commercial insurance efforts of the agency.
• Represents the Agency, as requested, at business development activities.
• Facilitate introductions for the Agency and for other business units as part of the Agency business development team.
• Performs other miscellaneous duties as assigned by agency management.