Technical Account Manager

Seubert & Associates, Inc.; Pittsburgh (Allegheny County); On-site; USD 60,000 - 90,000; Full time

Job summary

Seubert & Associates, Inc. is seeking a Commercial Lines support professional to assist with new business, renewals, and client service. You will gather renewal information, prepare submissions, and help issue auto ID cards for policyholders.

Ideal candidates hold a Property & Casualty Insurance License and a Bachelor's degree, with at least one year of broker or carrier experience. This role involves in-person interaction with clients and carriers, and ongoing professional development in

Qualifications

• 1 year of broker or carrier experience required.
• Strong client service and communication skills.
• Familiarity with Commercial Lines insurance processes.

Responsibilities

• Assist Client Account Manager on new business and renewal transactions.
• Prepare submission applications and issue auto ID cards.
• Maintain accurate Agency Management System files for each client.
• Track endorsements and audits; coordinate with billing team.
• Develop carrier relationships and stay informed on industry trends.

Skills

Client service

Communication

Education

Bachelor's Degree

Property & Casualty License

Job description

Under the direction of the Director of Commercial Operations and Technical Account Manager Team Lead; provide superior service in expanding and maintaining the Commercial Lines client base; analyze and maintain your client book of business by assisting with quoting, handling client requests by mail, phone, email or in person from the policyholders, carrier representatives or others concerning their insurance needs.

Ideal candidates must have the following:

Property & Casualty Insurance License

At least one year of experience in a broker or carrier setting

Essential Duties and Responsibilities

• Assist Client Account Manager on new business and renewal business process including but not limited to gathering renewal information, preparing submission applications, setting up master certificates, and issuing auto ID cards
• Prepare and send endorsement requests, review audits to ensure accuracy, and manage policy checking procedure
• Maintain accurate Agency Management System files for each client
• Stay informed of industry trends, develop carrier relationships, and participate in ongoing professional development relevant to Commercial Lines Insurance
• Coordinate endorsement and audit billing with internal billing team

Certificates/Licenses/Education

Bachelor's Degree Required

Property & Casualty Insurance License Required