Account Associate - VFIB (Bala Cynwyd, PA)

Philadelphia Insurance Companies•Lower Merion Township, PA

2d•Onsite

About The Position

Valley Forge Insurance Brokerage (VFIB) is a nationwide wholesaler and a division of Philadelphia Insurance Companies (PHLY). VFIB specializes in writing the coverages that PHLY does not offer. This includes Workers’ Compensation, Inland Marine, Wind & Hail Deductible Buy-down and other specialty coverages. As an Account Associate, you will play a key role in maintaining and growing our business by supporting our team members, agents, and carriers while ensuring accurate policy processing and delivering exceptional service.

Requirements

High school diploma (or equivalent) required
Required to obtain Property & Casualty license within first 90 days of hire

Nice To Haves

a college degree is preferred
Property & Casualty insurance industry experience a plus
Familiarity with wholesale or retail operations and working with both agents and carriers a plus
Workers’ Compensation and sales experience a plus

Responsibilities

Building Relationships – Establish and maintain strong connections with agents and carriers to facilitate new and renewal business.
Analyzing & Reviewing – Evaluate documents for accuracy and compliance, discussing any changes in exposure, competition, pricing, or coverage concerns.
Sales & Cross-Selling – Use product knowledge to expand current accounts and introduce new business opportunities.
Policy Servicing – Process endorsements, audits, and renewals, ensuring timely and accurate documentation.
Providing Expertise – Answer coverage-related questions within your delegated authority.
Organized Documentation – Maintain accurate records of policy transactions and correspondence within our agency management systems (AIM and ImageRight).