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Patriot Growth Insurance Services, LLC · 23 hours ago

Commercial Lines Account Manager

Media, PA

Full-time

Onsite

Senior Level

5+ years exp

Patriot Growth Insurance Services is a national insurance services firm focused on growth and operational excellence. They are seeking a motivated Commercial Lines Account Manager to manage a portfolio of commercial insurance accounts while providing exceptional service and support to clients.

Employee BenefitsInsuranceProperty Insurance

No H1B

Responsibilities

Maintain accurate records within the agency management system and electronic files

Provide excellent customer service to build and maintain positive relationships with Safegard's clients

Practice outstanding verbal and written communication with clients and insurance carrier representatives that is professional, confident, clear, and concise

Prepare and maintain client-facing presentation documents

Participate in and/or lead in-person and virtual client and carrier meetings as needed

Review all renewal and new business policies for accuracy and request corrections as needed

Billing, premium financing, and non-payment processing and follow-up

Process policy change requests and audits. Responsible for timely endorsement follow-up, as well as billing

Oversee issuance of new and renewal Certificates of Insurance and Automobile ID Cards as needed

Efficiently utilize insurance carrier online systems

Market new and renewal business as necessary, including market selection, online rating, submissions and coverage analysis

Field calls regarding claims; direct clients to the appropriate carrier for submitting claims and assist clients with questions regarding claims as necessary

Delegate tasks to Account Analyst staff members per agency guidelines and oversee accuracy of work

Assist in development and training of Account Analyst staff

Qualification

Active Property & Casualty license5+ years commercial insurance experienceAMS360 Agency Management SystemMicrosoft Office SuiteCommunication skillsInterpersonal skillsTeam collaboration

Required

Active Property & Casualty insurance license

5+ years demonstrated knowledge and experience in the field of commercial insurance, including a solid understanding of various coverage types, policy structures, and industry-specific requirements

Bachelor's Degree in Business or related field

Excellent interpersonal and communication skills (both oral and written)

Proficient with use of Microsoft Office Suite and products

A passion for being part of a team that drives our company to industry leadership

Ability to establish and maintain effective working relationships with both peers and clients

Authorized to work in the U.S. without sponsorship