Commercial Lines Associate Account Manager

Job Description

Company Overview

Gannon Coyne & Associates is a leading insurance agency specializing in personal and commercial insurance solutions. We provide comprehensive coverage and risk management services to individuals and businesses of all sizes across various industries. As an Associate Account Manager, you will play a pivotal role in building and maintaining strong client relationships while ensuring their insurance needs are met.

Job Summary

We are seeking a skilled and proactive Commercial Associate Account Manager to join our team. The ideal candidate will have a strong background in commercial insurance and a proven track record of effectively managing small business client accounts. As an Associate Account Manager, you will be responsible for developing and nurturing client relationships, identifying their insurance requirements, and providing tailored solutions to mitigate risks and protect their assets. You will collaborate closely with internal teams, including underwriters and claims professionals, to ensure client satisfaction and maintain a high level of service delivery.

Primary Responsibilities

• Provides technical support to Sales Executive/Account Executive(s); specifically in analyzing client needs, coverage forms, and quotations.
• Quote risks with multiple carriers for both renewal and new business.
• Completes applications in coordination with Sales Executive/Account Executive(s); submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.
• Orders and issues binders, certificates, policies, endorsements, and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.
• Prepares summaries of insurance, schedules, and proposals for word processing as needed.
• Process renewals in coordination with Sales Executives/Account Executive(s) according to agency procedures.
• Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
• Verifies policy and policy change information, facilitating corrections when necessary.
• Processes incoming mail and phone request, responding promptly and appropriately.
• Uses agency credit and collection policy in invoicing and pursuing prompt payments; requests cancellations from the carrier according to agency standards.
• Determines reasons for requests for cancellation; acts to save accounts; notifies Sales Executive/Account Executive(s).
• Processes and follows up on cancellation requests to carriers to ensure accurate and timely resolution.
• Assists clients in submitting claims, facilitates prompt responses from carrier staff, and follows up on claims status, according to agency procedures.
• Identifies exposures to loss and recommends appropriate coverages in coordination with Sales Executive/Account Executive(s).
  
  

Personal and Organizational Development

• Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.
• Maintains a cordial and effective relationship with clients, coworkers, carriers, vendors, and other business contacts.
• Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
• Interacts with others effectively by utilizing good communication skills, cooperating purposefully, and providing information and guidance, as needed to achieve the business goals of the agency.
  
  

Knowledge, Skills, And Abilities

• College degree with a minimum of 3 years of commercial insurance experience.
• Proficient knowledge of commercial insurance coverages, policies, and underwriting principles.
• Strong understanding of risk management concepts and loss control strategies.
• Excellent interpersonal and communication skills, with the ability to build and maintain long-term client relationships.
• Strong analytical and problem-solving abilities.
• Proactive and self-motivated, with the ability to work independently and as part of a team.
• Detail-oriented and highly organized, with exceptional time management skills.
• Proficiency in insurance agency management systems and Microsoft Office Suite.
  
  

Company Description

Since 1998, Gannon Coyne & Associates has been Philadelphia’s trusted source for exceptional insurance services. We’ve built lasting relationships locally and nationally, helping clients find tailored solutions for every stage of life.

Since 1998, Gannon Coyne & Associates has been Philadelphia’s trusted source for exceptional insurance services. We’ve built lasting relationships locally and nationally, helping clients find tailored solutions for every stage of life.