Commercial Lines Account Manager

Glatfelter Insurance Group.Spring Garden Township, PA
Onsite

About The Position

The Glatfelter Agency (TGA), a division of Glatfelter Insurance Group, is seeking an experienced Commercial Lines Account Manager to join our growing team. This individual will be assigned a book of business to maintain and service. This position is required to be onsite at our Leader Heights, York, PA office.

Requirements

  • College degree or equivalent combination of education and work experience sufficient to perform the essential duties of the job required.
  • Commercial Lines retail insurance agency experience required.
  • Licensed Pennsylvania Property/Casualty Agent.
  • Strong Microsoft Word Skills.
  • Must be able to communicate effectively both orally and in writing with internal and external customers including but not limited to underwriters, clients, marketing representative, and service team members.
  • Must be capable of working independently under team concept with general supervision.
  • Should possess the ability to plan & prioritize, be detail oriented and able to handle multiple tasks.
  • Must possess problem solving capabilities.
  • Must possess strong customer service skills.
  • Should have the ability to adapt to changing and improving technologies, and able to function within various on-line company rating sites.

Nice To Haves

  • CISR Designation preferred.
  • Applied Epic experience preferred.

Responsibilities

  • Manage and service an existing book of business with professionalism.
  • Ability to convey complex insurance information in a clear and understandable manner.
  • Serve as primary point of contact for Commercial client inquiries and requests.
  • Collaborate with Account Executive, where appropriate, on account activity.
  • Coordinate renewal quotes with incumbent carrier and alternative carriers if marketing, reconciling quotes to requested specifications.
  • Utilize carrier websites to quote, rate, bind, and various other functions.
  • Compiling materials for client renewal presentations, including preparation of the agency proposal document.
  • Maintain accurate records and documentation within agency management system (Epic).
  • Review all carrier issued documents for accuracy.
  • Issue Certificates of Insurance & Prepare Auto ID Cards.
  • Process mid-year client change requests.
  • Ensure compliance with company procedures and workflows.

Benefits

  • 17 paid holidays (which includes a personal holiday and mental health and wellness day)
  • Variety of leaves for personal, health, family, and volunteer needs
  • Tuition reimbursement program for eligible associates
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