Glatfelter Insurance Group · 6 days ago
Account Manager - Commercial Lines
York, PA, US
Full-time
Onsite
Mid LevelGlatfelter Insurance Group is a leading managing general agency with a commitment to providing comprehensive insurance solutions. They are seeking an experienced Commercial Lines Account Manager to manage and service an existing book of business, acting as the primary point of contact for clients and ensuring compliance with company procedures.
Financial ServicesInsurance
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
Qualification
Required
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
Preferred
CISR Designation preferred
Applied Epic experience preferred
Benefits
17 paid holidays
Personal holiday
Mental health and wellness day
Variety of leaves for personal, health, family, and volunteer needs
Tuition reimbursement program
Company
Glatfelter Insurance Group
An Employee Owned company.
Founded in 1951
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-09-21Acquired
Leadership Team
Larissa Tosch
CIO and Executive Vice President of Client Service Operations
Company data provided by crunchbase