Insurance Solutions Specialist

4 weeks ago


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

C. Winchell Agency, Inc. is seeking a skilled Commercial Lines Account Manager to join our team. As a key member of our insurance solutions team, you will be responsible for managing client relationships, providing expert advice on commercial insurance products, and driving business growth.

Key Responsibilities:

  • Participate in monthly renewal strategy meetings to ensure seamless client transitions
  • Provide producers with critical information for renewal, including renewal surveys and applications
  • Review client coverages annually to identify potential gaps and recommend necessary coverages
  • Coordinate with Client Analysts to prepare loss summaries and analysis
  • Assist in cross-selling efforts to drive business growth
  • Pre-qualify accounts with insurance carriers and compile submission information for optimal coverage and pricing
  • Prepare Certificate of Insurance masters and collaborate with the Certificate Department
  • Communicate client needs to all relevant departments and notify managers of important client activity

Requirements:

  • PA Property & Casualty License required
  • College degree preferred, but high school diploma or equivalency required
  • Professional Designation a plus
  • Excellent communication and problem-solving skills
  • At least 5 years of insurance experience with a strong understanding of multi-line commercial insurance contracts and coverages

About Us:

C. Winchell Agency, Inc. is a family-run, private-owned insurance solutions company based in Pennsylvania. We are committed to providing exceptional service and expertise to our clients.



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