SENIOR COMMERCIAL LINES ACCOUNT MANAGER

Insurance; Reedsville (WI); Vor Ort; USD 75.000 - 110.000; Vollzeit

Zusammenfassung

State College Insurance Agency is seeking a Senior Commercial Lines Account Manager in the State College, PA area. The role focuses on delivering high standards of service, issuing and renewing client policies, and ensuring accuracy in rating and documentation across all commercial lines products.

You will collaborate with producers to prepare quotes and proposals, maintain orderly files, and support business development efforts while adhering to agency procedures and E&O guidelines.

Aufgaben

• Accountable for high standards of service and responsiveness to fulfill external and internal client needs.
• Prioritizes internal or external customer requests and ensures timely resolution.
• Ensures customer resolution through collaboration with other areas/departments as required.
• Works with the Producer to issue and renew policies, ensuring accuracy in rating, typing, coverages, signatures, and billing.
• Ensures items are delivered and/or mailed to client per the client’s desire.
• Process changes to policies as requested by customers and approved by producers.
• Processes requests from clients, financial institutions, and others requiring insurance coverage information.
• Generates & transmits documents and correspondence to satisfy service requests.
• Makes customer service calls for supporting documentation for new business or changes.
• Receives calls from clients regarding insurance and refers to producer when necessary.
• Sets priorities and manages workflow to ensure efficient, timely and accurate processing.
• Maintains orderly electronic files following agency standards.
• Prepares and issues contract bonds for contractor clients.
• At the direction of producer, prepares submissions for new & renewal business quotes and proposals for Commercial Lines clients.
• Works with Operations and Producers to ensure high quality client service that adheres to agency procedures and workflows to minimize E&O risk.
• Refines and revises commercial client letters and proposals for a consistent, professional client experience.
• Stays current on insurance industry information and technology.
• Understands and follows agency E&O guidelines.
• Collaborates to provide information and guidance to ensure success of commercial insurance efforts.
• Represents the Agency at business development activities.
• Facilitates 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.

Jobbeschreibung

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.