Account Manager, Commercial Insurance

Unison Risk Advisors•Lower Paxton Township, PA

2d•Hybrid

About The Position

Develop, maintain, and expand client relationships through prompt, pleasant service and efficient handling of quoting, applications, claims, change requests, and client inquiries on personal lines accounts. This role involves significant priority management, excellent attention to detail, the ability to clearly communicate, and a pleasant demeanor when dealing with both internal and external clients.

Requirements

High school diploma or GED equivalent
2+ Years of Personal Insurance Experience
Proficiency with Microsoft Office suite
Pennsylvania Property and Casualty Insurance License

Nice To Haves

Teamwork
Insurance Products and Services
Communication proficiency
Reading comprehension
Ethical conduct
Flexibility
Initiative
Time management
Priority management

Responsibilities

Timely and accurate marketing of new business for assigned Advisors.
Organize underwriting information gathered by Advisors.
Provide recommendations on carriers for placement. Submit to and follow up with underwriters throughout the new business process.
Assist clients with renewal process independently, reviewing policies for correct coverage, marketing account to other carriers upon renewal if necessary, and ensuring a smooth transition when moving policies to a new carrier.
Identify cross-selling opportunities for property and casualty products, benefits, and financial services, and provide leads and contact information to appropriate personnel.
Timely and accurate processing of policy changes through agency management system including mortgagee changes, auto and property additions and deletions, address changes, etc.
Timely and accurate processing of proofs of insurance through agency management system.
Resolve client inquiries regarding coverage and billing questions, immediately documenting client communication and action taken in the agency management system.
Field and address claims calls from clients when Claims Specialist is not available.
Maintain loss/claim files and provide updates as needed or agreed upon with clients and sales team.
Maintain current contact and policy information in agency management system for prospects and clients.
Participate in occasional sales and service meetings at the request of sales team and clients.
Keep informed of the insurance industry through independent study, continuing education, and agency resources.
Assist with general office tasks including answering agency phone and directing inquiries to appropriate personnel.
Other duties as assigned.