Commercial Insurance Account Executive

1 week ago


Bethlehem, Pennsylvania, United States YMI Insurance Full time
Job Overview

YMI Insurance is a community-oriented insurance provider committed to delivering outstanding client service. As a Commercial Lines Account Manager, you will be an integral part of our team, dedicated to fostering a collaborative and supportive workplace.

The successful candidate will focus on nurturing and growing relationships with our commercial insurance clientele. Acting as a vital liaison, you will ensure that clients' insurance requirements are addressed with the utmost professionalism.

This position demands a comprehensive knowledge of commercial insurance offerings, superior communication abilities, and a commitment to providing top-tier customer service.

To thrive in this role, you should possess a friendly demeanor and strong analytical skills. We seek proactive, detail-oriented individuals who can excel in a dynamic environment. If you are enthusiastic about client service and wish to contribute to a company that values employee development and client satisfaction, YMI Insurance is the right fit for you.


Benefits

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Monday to Friday Schedule

Hands-on Training

Parental Leave

Career Advancement Opportunities

Retirement Plan

Evenings Off


Key Responsibilities

Client Relationship Management:

  • Act as the primary contact for commercial insurance clients.
  • Develop and sustain robust, long-term client relationships through consistent communication and exceptional service.
  • Assess clients' insurance needs and offer suitable solutions and recommendations.
  • Conduct regular meetings with clients to review policies, discuss coverage options, and address any inquiries.

Policy Management:

  • Supervise the management of commercial insurance policies, including processing endorsements, renewals, and cancellations.
  • Ensure the accuracy and completeness of policy documentation.
  • Collaborate with underwriters and team members to negotiate terms and conditions on behalf of clients.

Risk Evaluation and Analysis:

  • Perform risk assessments for clients to identify potential exposures and recommend appropriate coverage solutions.
  • Examine insurance policies and coverage options to ensure alignment with clients' risk management goals.
  • Provide proactive risk management guidance to clients to help minimize potential losses.

Claims Assistance:

  • Support clients throughout the claims process, including reporting claims to insurance carriers and facilitating communication between clients and claims adjusters.
  • Advocate for clients to ensure timely and fair resolution of claims.
  • Offer guidance and support to clients during the claims process, including assistance with documentation and claim settlement negotiations.

Business Development:

  • Identify opportunities for account growth and revenue generation within existing client accounts.
  • Work with sales and marketing teams to develop strategies for acquiring new commercial insurance clients.
  • Engage in networking events and industry conferences to expand professional contacts and promote the company's services.

Qualifications
  • An Active PA Property & Casualty License is required.
  • Minimum 3 years of experience in commercial insurance account management.
  • Detail-oriented with the ability to prioritize and multitask.
  • A team player who is self-motivated with a positive attitude.
  • Excellent written and verbal communication skills and the ability to think critically.
  • Insurance industry certifications (e.g., CIC, CISR, CRM, CPCU) preferred.


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