Commercial Insurance Account Specialist

2 weeks ago


York, Pennsylvania, United States Glatfelter Insurance Group. Full time
Position Overview

Company Background

Glatfelter Insurance Group has been a trusted name in the insurance industry for over 70 years, dedicated to providing exceptional service to clients, agents, and communities. With a robust network of nearly 500 professionals and over 30,000 clients, we pride ourselves on our commitment to innovation and excellence in insurance solutions.

Role Summary

The Glatfelter Agency, a prominent division of Glatfelter Insurance Group, is in search of a skilled Commercial Lines Account Manager to effectively manage and service a designated portfolio of clients.

Key Responsibilities

  • Oversee and maintain an established book of business with a high level of professionalism.
  • Communicate complex insurance concepts in a clear and concise manner.
  • Act as the primary contact for commercial client inquiries and requests.
  • Collaborate with Account Executives on account management activities as needed.
  • Coordinate renewal quotes with existing carriers and explore alternative options when necessary.
  • Utilize carrier platforms for quoting, rating, binding, and other essential functions.
  • Prepare materials for client renewal presentations, including the agency proposal document.
  • Ensure accurate record-keeping within the agency management system (Epic).
  • Review all documents issued by carriers for accuracy.
  • Issue Certificates of Insurance and prepare Auto ID Cards.
  • Process client change requests throughout the year.
  • Adhere to company procedures and workflows to ensure compliance.

Qualifications

  • Experience in a commercial lines retail insurance agency is essential.
  • Must hold a valid Pennsylvania Property/Casualty Agent license.
  • Proficient in Microsoft Word.
  • CISR designation is preferred.
  • Experience with Applied Epic is advantageous.
  • Strong verbal and written communication skills are necessary for effective interaction with clients and internal teams.
  • Ability to work independently while contributing to a team-oriented environment.
  • Excellent organizational skills with the ability to prioritize tasks effectively.
  • Strong problem-solving abilities and customer service orientation.
  • Adaptability to evolving technologies and online rating systems is required.

Why Work with Us?

Glatfelter Insurance Group has consistently been recognized as a Best Place to Work in PA since 2005. We offer a comprehensive benefits package designed to support your health, financial security, and overall well-being. Our benefits include 17 paid holidays, personal leave, and various options for health and family-related time off.

We are committed to the professional development of our associates, providing numerous learning opportunities and a tuition reimbursement program to enhance skills and knowledge relevant to your career.

Commitment to Diversity

Glatfelter Insurance Group is an Equal Opportunity Employer, dedicated to fostering a diverse and inclusive workplace. We welcome applications from all qualified individuals, regardless of background, and are committed to providing reasonable accommodations for applicants and employees with disabilities.



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