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Keystone Insurers Group Associated Insurance Management / Regional Office Of KEYSTONE is hiring! We are looking for an experienced & qualified commercial lines account manager to join our growing team in Danville! in --DANVILLE, Pennsylvania

COMMERCIAL LINES ACCOUNT MANAGER

PRIMARY ROLE:               

Day-to-day maintenance and servicing of assigned Commercial Lines accounts, Including but not limited to:

  • Maintaining a high level of client service and satisfaction

  • Marketing & placement of renewal accounts as appropriate

  • Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service 

QUALIFICATIONS & EDUCATION: 

  •  Appropriate State license(s).  Minimum 3 years’ insurance brokerage or equivalent experience. 

  • Two-year associate college degree required; four-year college degree preferred 

  • Extensive knowledge of all lines of personal insurance, including sophisticated and less common coverages, especially those products represented through agency 

  • Thorough knowledge of brokerage operations including claims handling, procedures, agency management system, and applicable insurance laws/codes 

  • Experience and expertise in operating in electronic environment; excellent automation skills, including MIS, Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems 

  • Familiarity with risk assessment and risk management techniques

  • Excellent time management, organizational and verbal and written communication skills

  • High degree of self-motivation and self-direction 

DUTIES: 

  • Support Producers’ sales efforts by handling accounts once bound 

  • Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client 

  • Maintain MIS client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines

  • Maintain control of renewal expiration lists, binders, and any aged receivables in accordance with agency guidelines. 

  • Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines

  • Review all items to be processed, to insure items were received as ordered. 

  • Participate in courses for insurance/sales skills.  Maintain current knowledge of underwriting requirements of carriers.  Keep current with industry trends by reading appropriate journals and company bulletins.

  • Participate in any special projects at management’s request.

* Primary Role:

Day-to-day servicing of assigned commercial lines accounts, including but not limited to:

  • Manage day to day processing of coverage/policy changes, claims, billing, audits, and general correspondence/answer customer inquiries

  • Work on renewals and perform quoting

  • Issue certificates, policies, insurance forms, ID cards and documents

  • Conduct coverage analysis and make coverage recommendations to clients when needed

  • Maintain a high level of client service and satisfaction

  • Demonstrate an understanding of routine coverages and policy terms and be able to clearly convey this information as needed

  • Develop and maintain professional relationships with clients, support staff, insurance personnel

  • Keep client files in order and document all account activities

  • Client facing duties when needed

*  

Skills/Qualifications:

  • Requires 3-5 or more years of experience as a commercial lines account manager

  • Ability to work Independently

  • Strong interpersonal skills to build rapport with customers and underwriters

  • Highly effective communication and negotiation skills

  • Takes initiative and displays a sense of urgency

  • Detail oriented with strong organizational skills

  • Ability to make recommendations specific to client needs

  • Familiar with an agency management system

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