Commercial Insurance Customer Service Representative

Job Description

Job Description

This job is posted on behalf of DBD Staffing by Top Echelon.

Account Manager- Commercial Insurance
Office location – Altoona, PA (In person)

Local, independent Insurance Agency & Financial Services Company is seeking a client focused, motivated, and experienced Commercial Account Manager to join their Altoona, PA team. The Account Manager is responsible for delivering exceptional service to commercial insurance clients while supporting account retention, growth initiatives, and operational excellence. The ideal candidate will possess strong relationship management skills, commercial insurance knowledge, and the ability to manage multiple priorities in a fast-paced environment.

Qualifications:

• Previous commercial insurance account management and customer service experience required
• Currently holds or is willing to obtain PA Property & Casualty Insurance License
• Effective communication and relationship-building skills
• Experience with Applied Epic or similar agency management systems preferred
• Proficient in Microsoft Office and general business technology platforms
• Ability to analyze client needs and recommend insurance solutions
• Strong ability to communicate details clearly via written and verbal communications
• Excellent organizational, time management, and documentation practices

• Must be enthusiastic, confident, outgoing, and initiative taking

Key Responsibilities:

Client Service & Account Management

• Manage day-to-day servicing of commercial insurance accounts
• Process policy endorsements, changes, and coverage updates accurately and efficiently
• Respond to client inquiries regarding coverage, billing, and claims
• Maintain complete and accurate client documentation within agency management systems

Renewals & Retention

• Conduct proactive renewal reviews with clients
• Identify coverage gaps and recommend appropriate solutions
• Manage remarketing efforts in accordance with agency guidelines
• Work with carriers to secure competitive account placements and coverage solutions

Process & Compliance

• Follow agency workflows and agency service standards
• Maintain compliance with insurance regulations and agency policies
• Ensure timely and accurate processing of all the accounts ‘activities

Growth & Business Development

• Identify cross-sell and up-sell opportunities within existing client accounts
• Support inside sales and business development initiatives
• Assist with account rounding and strengthening overall client relationships
• Participate in continuing education and professional development opportunities

Schedule and Compensation Overview :

• Monday - Friday 8:30-4:30
• Competitive compensation package based on experience level and insurance licenses
• Commission and bonus programs

The Agency offers an excellent and extensive benefit package which includes:

• Individual Health, Dental, and Vision coverage
• 401k with company 4% matching
• Flexible spending account
• Employer paid Life insurance, Short and Long-term Disability
• Paid time off and Holiday pay

• Professional development and continuing education opportunities
• Collaborative and supportive team environment
• Opportunity for career growth within a growing organization
• Collaborative and supportive team environment

If you are passionate about client service and commercial insurance, you are encouraged to apply and become part of their growing team in Altoona, Pennsylvania!

Please email or upload your current résumé for review

*All job opportunities listed on by DBD Staffing are Direct Hire positions. DBD does not offer temporary staffing positions. We advertise and pre-screen candidates directly for the companies’ hiring teams.