Account Manager, Commercial Insurance

JOB SUMMARY

Develop, maintain, and expand client relationships through prompt, pleasant service and efficient handling of quoting, applications, claims, change requests, and client inquiries on personal lines accounts. This role involves significant priority management, excellent attention to detail, the ability to clearly communicate, and a pleasant demeanor when dealing with both internal and external clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Timely and accurate marketing of new business for assigned Advisors. Organize underwriting information gathered by Advisors. Provide recommendations on carriers for placement. Submit to and follow up with underwriters throughout the new business process. Assist clients with renewal process independently, reviewing policies for correct coverage, marketing account to other carriers upon renewal if necessary, and ensuring a smooth transition when moving policies to a new carrier. Identify cross-selling opportunities for property and casualty products, benefits, and financial services, and provide leads and contact information to appropriate personnel. Timely and accurate processing of policy changes through agency management system including mortgagee changes, auto and property additions and deletions, address changes, etc. Timely and accurate processing of proofs of insurance through agency management system. Resolve client inquiries regarding coverage and billing questions immediately, documenting client communication and action taken in the agency management system. Field and address claims calls from clients when Claims Specialist is not available. Maintain loss/claim files and provide updates as needed or agreed upon with clients and sales team. Maintain current contact and policy information in agency management system for prospects and clients. Participate in occasional sales and service meetings at the request of sales team and clients. Keep informed of the insurance industry through independent study, continuing education, and agency resources. Assist with general office tasks including answering agency phone and directing inquiries to appropriate personnel. Other duties as assigned.

COMPETENCIES

Teamwork Insurance Products and Services Communication proficiency Reading comprehension Ethical conduct Flexibility Initiative Time management Priority management

EDUCATION & EXPERIENCE

High school diploma or GED equivalent 2+ Years of Personal Insurance Experience Proficiency with Microsoft Office suite Pennsylvania Property and Casualty Insurance License

SUPERVISORY RESPONSIBILITY

This position does not have any direct reports.

WORK ENVIRONMENT & PHYSICAL DEMANDS

Ability to use a computer keyboard and sit in a stationary position for extended periods of time. Work is performed in a typical office environment.

POSITION TYPE & EXPECTED HOURS OF WORK

This is a full-time position. Days and hours of work are Monday through Friday, 8:30am to 5pm.

TRAVEL

Travel between Enders locations may be required depending on staffing needs. Occasional travel to offsite client meetings or seminars may occasionally be requested.

HYBRID WORK ELIGIBILITY

This position is eligible for hybrid work in accordance with the Enders Hybrid Work Policy.

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. #J-18808-Ljbffr Unison Risk Advisors Inc.