Job Description

Job Title: Account Manager - Property & Casualty

Location: Indiana, PA (on-site)

Type: Full-Time, Permanent

Salary: Up to $65,000

Benefits: 100% Employer Paid Benefits plus many more!

Position Overview:

This position is responsible for timely, effective and efficient servicing of clients, as well as maintaining client and policy information, through established internal systems. This includes, but is not limited to, answering coverage questions, issuing certificates of insurance, reviewing policies and verifying quotes.

Preferred candidates will already hold a valid insurance license.

This position regularly interacts with carriers, clients, brokers, producers, and all levels of internal staff.

RESPONSIBILITIES:

• As the primary point of contact, provides timely and courteous service to existing clients and maintains system information.
• Analyses coverages and identifies client needs.
• Answers client and producer policy and coverage questions.
• Takes care of policy changes, questions and other needs and requests of clients.
• Receives and reviews policies for accuracy, verifies quotes, and updates AMS accordingly.
• Invoices agency bill and direct bill policies, prepares and processes premium finance agreements and works with Producers as needed.
• Reviews client contracts for insurance requirements (only) and makes recommendations, as appropriate.
• Develops and maintains good relationships, and coordinates and communicates between all parties, such as client, producer, underwriter, other agency personnel to keep key people updated.
• Performs marketing on new lines of related business and remarketing of current accounts.
• Coordinates with producers in preparation for renewal/current client meetings.
• Processes daily mail, including endorsements, policies, communications, cancellations, non-renewals, inspections, etc., as soon as possible and takes necessary action.
• Maintains an up-to-date knowledge of the industry, products, and regulatory compliance.
• Works with Producers to identify and obtain necessary submission information and sets up and/or finalizes new business in the Agency Management System.
• Maintains or acquires technology skills needed to stay current with procedure, process, information gathering, and communication development.

SKILLS & ABILITIES REQUIRED:

• Solid organizational skills, analysis skills, and attention to detail.
• Time management skills, ability to continuously prioritize and meet deadlines; thrives in a fast-paced environment.
• Effective communication skills, both written and verbal, to various audiences, using appropriate style.
• Working knowledge of Microsoft Office and web-based computer applications.
• Physical dexterity to utilize computers and general office equipment. Ability to lift and transport objects and supplies of up to ten (10) pounds without assistance.

EXPERIENCE, EDUCATION & LICENSING:

• High school diploma or equivalent is required.
• Minimum of three (3) years of related customer service experience, preferred.
• Have or obtain Property/Casualty Insurance Licenses within 90 days of hire.
• Have or work toward designation certifications such as Certified Insurance Service Representative (CISR) and Certified Insurance Counselor (CIC).

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