What are the responsibilities and job description for the Commercial Lines Account Manager position at C. Winchell Agency, Inc.?
Commercial Lines Account Manager
Property & Casualty Insurance Industry
King of Prussia, Pennsylvania
Come join this family run, private-owned insurance solutions company based in Pennsylvania, and for over 50 years! They are searching for a Commercial Lines Account Manager to participate in monthly renewal strategy meetings, provide producer with information for update at renewal including renewal surveys and applications for existing coverages or those to be recommended and review client coverages annually to identify potential gaps. Coordinate with assigned Client Analyst the preparation of loss summaries with analysis, along with tentative experience modifications. Recommend needed coverages to producer. Assist in firm’s cross selling efforts. Pre-qualify accounts with insurance carriers. Compile submission information in format most conducive to producing best coverage and pricing terms for customer. Prepare Certificate of Insurance masters and cooperate with our Certificate Department in the issuance of all COI’s required by the client. This includes the review of any non-standard certificate requests and the review of contractual requirements as needed. 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.
PA Property & Casualty License 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 desire to solve problems. Should have at least 5 years of insurance experience with good understanding of multi-line commercial insurance contract and coverages. Should possess some understanding of negotiation process and have ability to handle multiple priorities.
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