The Loomis Company · 8 hours ago
Senior Account Manager - Commercial P&C
Headquarters - Wyomissing, PA 19610
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expThe Loomis Company is seeking a Senior Account Manager who is a Property and Casualty licensed individual. The role involves advising clients on coverage issues, managing accounts, and ensuring accuracy in policy management.
Commercial InsuranceInsuranceInsurTech
Responsibilities
Advise clients on coverage issues
Act as a resource & provide guidance to co-workers
Decide the best market with which to place an account and which markets to approach for the accounts (coverage and pricing would be considered)
Check all incoming policies, audits, and endorsements for accuracy
Input the data on the system
Bill policies, audits, and endorsements
Write to company for corrections to policies, endorsements, audits
Enter and update applications to be submitted to company for marketing
Follow up with companies in the marketing process to obtain quotations
Take customer calls for certificates of insurance and changes (car changes, ID cards, etc.)
Write to the company for changes, issue certificates, ID cards, and send out to customer
Issue binders
Issue cancellation requests
Check expiration lists to be sure everything is bound or renewed on time
Research and explain accounting differences
Do rating if needed
Check follow-up items and second request outstanding items
Complete special projects as assigned
Must comply and follow our workflows and procedures and follow all guidelines regarding Errors & Omissions
Qualification
Required
Property & Casualty license required
10-15 years commercial insurance experience
CIC / CPCU designation or equivalent required
Minimum three years working accounts with premiums of $350,000 and higher
High School Diploma or General Education Degree (GED)
Customer service experience
Speed and accuracy in all areas
Detail-oriented
Knowledge of Microsoft Office products
Excellent verbal and written communication skills
Organized
Company
The Loomis Company
The Loomis Company is a insurance company located in Wyomissing.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
C
Christopher Barto
Chief Financial Officer
J
James Loomis, Jr.
Chief Operating Officer
Company data provided by crunchbase