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Job Title

Commercial Lines Account Manager

Company : Keystone Insurers Group

Location : Emmaus, PA

Created : 2020-10-24

Job Type : Full Time

Job Description

POSITION SUMMARY: Under the direction of the Director of Client Services-Commercial Lines, to provide our commercial line customers with proactive management/services of their insurance program by obtaining, maintaining, and expanding the services of your accounts. KNOWLEDGE/SKILLS/ABILITIES:Knowledge of processes for providing customer and personal services, principles and methods for promoting and selling productsMust display a positive attitude at all time with clients and employeesUnderstanding of insurance coverage forms, carrier products and limited underwriting guidelinesKnowledge and ability to use individual company software and programs to service accountsAbility to take direction and work both independently and as part of a teamStrong oral and written communication skillsAbility to listen and speak effectively to othersAbility to organize, plan and prioritize workload ESSENTIAL JOB FUNCTIONS:Gather the needed information for each quote, enter the quote data into the agency provided quoting software, discuss results with individual sales teamsPrepare complete applications, obtain signatures when instructed and issue policies as directed by the sales teamsRepresent the agency in a professional, ethical and courteous manner that is consistent with the image of the agencyDevelop and maintain relationships with clients to retain businessReceive & return calls in a timely and courteous manner, providing a positive sales experienceActively solicit and develop additional lines of business to the agencyEnter data into computer for use in managing the accountMaintain a courteous and effective relationship with clients, co-workers, insurance carriers and business contacts and represent the agency in an ethical and professional mannerDocument each interaction with a customer in our agency management system and attach emails and documents in accordance with agency proceduresConsistently look to prioritize the placing of business with Keystone core carriersGather needed information and quote all applicable insurance carriers through the agencies rating softwarePerform account transactions including, but not limited to quotations, applications and binders for New Business & RewritesResponds to all customers promptly, accurately, professionally and courteouslyMaintain confidentiality of company and client informationPrepare and complete questionnaires, documents and adjust accounts in accordance to agency procedures and standardsTravel to other office locations to assist the sales teams as neededIf needed, remain logged into workgroup 111Any other duties, responsibilities or activities as assigned. SPECIFIC EDUCATION OR EXPERIENCE: High School Diploma Property and Casualty License Life and Health License Professional designation encouraged 3 years of insurance experience required PHYSICAL DEMANDS AND WORK ENVIRONMENT: · This is largely a sedentary role; however, some standing and/or moving around the office is required · Visual skills to read and interpret reports and data recording · Hearing and speaking skills are required · This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers and fax machines · Regular use of Applied EPIC management system, Microsoft Word and Excel · Fast paced office environment with significant telephone and interoffice activity SUPERVISORY RESPONSIBILITIES: This position will not supervise any employees.