P&C ACCOUNT MANAGER

THE LOOMIS COMPANY•Wyomissing, PA

1d•Onsite

About The Position

The P&C Account Manager contacts clients, gathers information, determines the coverage needed for each client, and markets, places, and sells accounts. Success in the role requires knowledge of financial statements and the ability to prioritize and delegate workflow for efficient use of time and resources. The position requires regular attendance and satisfactory performance of essential duties. It may involve access to private health information (PHI) and electronic private health information (EPHI), with access limited to what is necessary for the employee’s responsibilities. The position is based at the company’s headquarters in Wyomissing, Pennsylvania. The work environment typically has a moderate noise level. The employee regularly performs keyboard work, verbal communication, and close-vision computer use; lifting or moving up to 15 pounds may be required. Reasonable accommodations may be made for employees with disabilities.

Requirements

High school diploma or GED.
Property and Casualty license required.
Three to five years of P&C commercial insurance experience preferred.
Customer service experience.
Speed and accuracy in all areas.
Detail-oriented.
Knowledge of Microsoft Office products.
Excellent verbal and written communication skills.
Organized.
Ability to perform keyboard work, verbal communication, and close-vision computer use; may need to lift or move up to 15 pounds.
Ability to perform essential duties satisfactorily and maintain regular attendance acceptable to company standards.

Nice To Haves

CIC or CISR designation, or ability to complete a course for a designation.
Knowledge of financial statements.
Ability to prioritize and delegate workflow issues for efficient use of time and resources.

Responsibilities

Advise clients on coverage issues.
Determine the best market for placing an account and which markets to approach.
Check incoming policies, audits, and endorsements for accuracy and enter the data into the system.
Bill policies, audits, and endorsements.
Request corrections to policies, endorsements, and audits from insurance companies.
Enter and update applications for submission to companies for marketing.
Follow up with companies during the marketing process to obtain quotations.
Handle customer requests for certificates of insurance and changes, including vehicle changes and ID cards.
Request changes from companies, issue certificates and ID cards, and send them to customers.
Issue binders and cancellation requests.
Check expiration lists to ensure accounts are bound or renewed on time.
Research and explain accounting differences.
Perform rating as needed.
Check follow-up items and outstanding second requests.