Commercial Lines Account Manager

4 weeks ago


King of Prussia, Pennsylvania, United States C. Winchell Agency, Inc. Full time
Commercial Lines Account Manager

We are seeking a highly skilled Commercial Lines Account Manager to join our team at C. Winchell Agency, Inc. in King of Prussia, Pennsylvania.

Key Responsibilities:

  • Participate in monthly renewal strategy meetings to ensure optimal coverage and pricing for clients.
  • Provide producers with information for updates at renewal, including renewal surveys and applications for existing coverages or those to be recommended.
  • Review client coverages annually to identify potential gaps and recommend needed coverages to producers.
  • Coordinate with assigned Client Analyst the preparation of loss summaries with analysis, along with tentative experience modifications.
  • Assist in firm's cross-selling efforts and pre-qualify accounts with insurance carriers.
  • Compile submission information in a format most conducive to producing best coverage and pricing terms for customers.
  • Prepare Certificate of Insurance masters and cooperate with our Certificate Department in the issuance of all COI's required by the client.
  • Communicate client needs to all other departments, including accounting, claims, reporting, or others as required.
  • Notify manager, producer, and account executive of cancellation, audit or coverage issues on clients.
  • Keep producer and account executive informed on any important activity of their clients.
  • Coordinate client response on risk control issues.

Requirements:

  • PA Property & Casualty License is a must.
  • College degree preferred, but high school diploma or equivalency required.
  • Professional Designation is a plus.
  • Must have good communication skills, both verbal and written.
  • Good listening skills and attention to detail are required as well as a desire to solve problems.
  • Should have at least 5 years of insurance experience with a good understanding of multi-line commercial insurance contract and coverages.
  • Should possess some understanding of negotiation process and have the ability to handle multiple priorities.

For more information, please visit www.cwinchellagency.com.



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