Calling All Commercial Lines Account Managers- Our Client is Looking for a Superstar!- Reading, PA
Christine Gallagher
Authorized PGCB Vendor/Specialize in support roles; customer service, administrative, accounting, and sales
· Assist producers in assessing risk, quoting and selling new business accounts
· Review producer applications for completeness, accuracy, veracity and signatures
· Arrange and prepare premium finance contracts as necessary
· Utilize agency management system and carrier websites to process new business, renewals, endorsements, audits, cancellations, certificates of insurance, auto ID cards, evidence of insurance, broker of record letters and claims in a timely manner
· Provide superior customer service to book of business assigned to you by anticipating and responding to customer needs in a timely and professional manner
· Utilize agency management system to document all activities
· Analyze policy coverage and make or suggest changes as appropriate; review policies and related documents for accuracy
· Coordinate the marketing and placement of coverage with participation of Producer, New Business Marketing Coordinator and/or Commercial Lines Manager
· Communicate and interact with company personnel as appropriate
· Maintain, interact and nurture client and company relationships
· Comply with laws and regulations that apply to the position
· Premium billing when Company download or direct entry not available
· Accept and process payments from clients when necessary
· Prepare proposals, renewal portfolios, and related items for Producer presentation/delivery
· Maintain customer files
· Participate in seminars and classes for skill, knowledge, and professional development. Maintain Continuing Education requirements as needed to hold license.
· Follow established agency policies and procedures
· Be an effective and dependable team member, able to express and solicit opinions, seek solutions, and successfully bring objectives to conclusion.
· Perform other duties as requested by management
If interested or know someone that may be, please contact Hugh Gallagher directly- [email protected] 610-295-5171 *102