Commercial Lines Insurance Account Manager-Internal

Company: Loesel-Schaaf Insurance Agency
Location: Erie
Posted on: November 22, 2022

Job Description:

POSITION SUMMARY:We are growing and need an experienced Commercial Lines Account Manager to join our team! This full-time position requires a candidate with a current Property & Casualty (P&C) Insurance license and a minimum of 5 years' experience with a focus on Commercial Accounts.The Commercial Account Manager is responsible for ongoing management of commercial clients in their book of business, retention of new and renewal clients and maintaining a close working relationship with the producer to assemble, market and place coverage for new clients. The Commercial Account Manager will provide superior customer service according to agency standards. The primary line of business is commercial property and casualty.PRIMARY RESPONSIBILITIES AND DUTIES:At all times, the Commercial Account Manager shall:Service/Manage a designated book of business including: analyze the needs of clients, evaluate and answer questions regarding coverages, billing, etc., advise clients on how to successfully leverage the product/service based on their unique needs as well as obtain information and documentation from new and existing clients.Provide technical support to producers to assist clients and reach the agency's strategic business goals.Maintain relationships with multiple companies/underwriters to obtain quotes, endorsements, etc.Produce binders, certificates, policies, endorsements, ID cards and other related items.Prepare renewal and new business proposals in conjunction with producer.Assist clients in submitting first reports of claims and follow up on claim status, keeping the client informed.SECONDARY RESPONSIBILITIES AND DUTIES:Receive walk in payments, verifies acceptability and processes payments.Process and follow up on cancellations.Verify accuracy of direct billed accounts when needed.Review audits for accuracy.Renew policies according to agency standards/procedures.Process incoming email and mail requests, responding promptly and appropriately.Other duties, as assigned.QUALIFICATIONS:Education:High School diploma and advanced education preferred, or equivalent combination of education and relevant experience.Experience:5+ years' commercial or personal property & casualty insurance experience.KNOWLEDGE, SKILLS & ABILITIESPerforms duties independently with little or no supervision. Decisions are made within general agency constraints and insurance laws, and may require independent decision-making.Ability to communicate verbally and in writing to explain complex issues. Also, to receive and interpret complex information.Thorough knowledge of insurance products and usage including insurance markets and reference to markets.Thorough technical knowledge of commercial and property insurance, including an understanding of various insurance forms and risk alternatives. Knowledge of insurance rating and underwriting procedures.Must maintain professional demeanor while being committed and self-motivated.Required SkillsMS Office including proficiency with Word, Excel, Outlook and PowerPointAbility to learn other software programs as neededPeople skills with a passion for delighting customers with above and beyond serviceProfessional verbal and written communication skillsIndependent decision making and analytical thinkingExcellent time-management and prioritization skills with high level of accuracy and attention to detailTask-oriented follow upQualifications:Hold a current P&C Insurance license with focus on Commercial Accounts5+ years proven experience in P&C insurance sales and serviceThorough knowledge of commercial insurance products and marketsThorough technical knowledge of various insurance forms and risk alternativesKnowledge of insurance rating and underwriting proceduresAbout Loesel-Schaaf:Loesel-Schaaf Insurance Agency, Inc. is an Independent, Multi-Line Insurance Agency, dedicated to listening to our clients' needs, utilizing leading edge strategies, and adapting our portfolio of products and services to meet changing market demands while continuing to bring value and deliver on our promises.We have been serving our local, regional and national clients for nearly 100 years and have many employees with 15, 20 and 25+ year's tenure. Our employees enjoy a work culture that promotes teamwork and a family atmosphere.Benefits: Medical, Dental, Vision, Life, Disability, EAP, FSA, Voluntary Coverages and participation in our retirement program that is funded 100% by the agency.Job Type: Full-time; M-F 8:30 am 5:00 pm (1 hr lunch); Hybrid / RemoteOTHER RELEVANT REMARKS:This position description describes the general nature and level of work performed. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this position. This position description is not intended as and does not create a contract of employment between the Agency and any individual employee. The Agency reserves the right to change this position description at any time within its sole discretion.PI195483464Apply Here

Keywords: Loesel-Schaaf Insurance Agency, Erie , Commercial Lines Insurance Account Manager-Internal, Executive , Erie, Pennsylvania