Commercial Lines Assistant Account Manager, Insurance Agency

Blue Bell, PA insurance agency seeking an Assistant Commercial Lines Account Manager to join our team. This individual must be a team player, be enthusiastic in all interactions, have a cheerful disposition and self starter characteristics. Will work in tandem with Account Managers and Producers to provide quality service to our clients. This is a great opportunity to grow and develop your insurance career!

Hybrid Work Schedules are offered.

Sign On Bonus Offered up to $5,000

Essential duties and responsibilities

• Set up & send out renewal surveys to clients and assist client with any questions or issues they have in completing the renewal survey materials.
• Oversee and manage the policy checking and delivery process to insured as directed by the team.
• Request loss runs from insurance carriers or pull directly from websites.
• Prepare customer correspondence including certificates of insurance, binders, ID cards, cancellations, letters, etc.
• Review policies, audits, and endorsements for accuracy; report errors to insurance companies for correction.
• Responsible for inputting and updating customer and policy information in agency management system and to ensure all information is accurate.
• Handle questions, research, and resolve problems.
• Interact with carriers and clients to ensure delivery of exceptional customer service and adherence to policies and procedures.

Requirements

• Good communication skills - as you will be speaking and communicating with clients, company underwriters and coworkers.
• Good writing skills - to send clear and intelligent correspondence, emails etc. to clients and company underwriters.
• High School Diploma
• 2+ years experience in insurance, required.
• Experience with Vertafore/AMS360 a plus
• Current Property and Casualty License

Benefits

• 401k with employer matching
• Health Insurance
• Dental Insurance
• Life & Disability Insurance
• PTO and paid holidays
• Hybrid work-from-home options will become available after successful completion of training
• A casual office environment with a dedicated and professional team
• Opportunity for advancement and a place to grow your career