Commercial Lines Small Business Account Manager
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
About Us
Since 1969, The Yurconic Agency has been focused on protecting what matters most to their Greater Lehigh Valley community, with a wide array of personal, business, life & health, and specialty insurance, including vehicle registration and driver’s license services. Headquartered in Allentown, PA, The Yurconic Agency has been one of the leading insurance providers for residents and businesses across Pennsylvania, New Jersey, New York, and Florida for over 50 years. The Yurconic Agency is first and foremost a family business. Our founders believed that they could improve the insurance industry and do better. Our employees continue this tradition by caring about the customer’s needs and doing the right thing. The Yurconic Agency does our work the right way, always, to ensure a smooth experience for you.
Commercial Lines Small Business Account Manager
Primary Role:
Day to day maintenance, servicing of assigned commercial lines accounts and occasionally writing new accounts less than $1,000 in revenue, including but not limited to:
- Maintaining a high level of client service and satisfaction
- Marketing and placement of renewal accounts as appropriate
- Supporting our Small Business Sales Specialist by quoting new small business when they are out of the office or need assistance
- Achieving agency retention goals through proactive account rounding, up-selling of limits and coverages and by providing extraordinary client service
Responsibilities:
- Support Small Business Sales Specialist by handling accounts once bound and writing new accounts.
- Perform annual review and risk exposure analysis of renewal policies for proper coverage.
- 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 (including but not limited to billing, policy changes, certificate requests, coverage questions etc.), 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.
Qualifications:
- Pennsylvania P&C License required
- Minimum of 2-5 years insurance brokerage or equivalent experience
- Knowledge of all lines of commercial insurance, especially those products represented through the agency and eagerness to learn more
- Thorough knowledge of brokerage operations including claims handling, procedures, commercial lines rating, agency management system and applicable insurance laws/codes
- Knowledge of AMS360 and ImageRight highly desired
- Experience and expertise in operating in electronic environment, excellent automation skills, including Management Information System, Outlook, Word, Excel, document management software, carrier proprietary systems and phone systems
- Familiarity with risk assessment and risk management techniques
- Excellent time management and multi-tasking ability
- Excellent organizational, verbal and written communication skills
- High degree of self-motivation and self-direction
Hours: Monday-Friday, 9:00am-5:00pm EST
Office Location: 5910 Hamilton Blvd., Allentown, PA 18106
Compensation and Benefits:
- Competitive Compensation
- Health insurance
- Dental insurance
- Vision insurance
- Disability insurance
- 401(k)
- Paid time off
- Paid Holidays
No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.
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