Commercial Insurance Manager

About the job

As a Commercial Account Manager, you'll be based in our Allentown office, working alongside a

team that values teamwork and collaboration. We believe in creating a positive and inviting

environment where our employees can thrive.

The ideal candidate will be responsible for maintaining and expanding relationships with our

commercial insurance clients. They will serve as a key point of contact for clients, ensuring their

insurance needs are met with excellence.

This role requires a strong understanding of commercial insurance products, excellent

communication skills, and the ability to provide exceptional customer service.

Responsibilities

Client Relationship Management:

 Serve as the primary point of contact for commercial insurance clients.

 Build and maintain strong, long-lasting client relationships through regular communication

and exceptional service.

 Understand...

We are seeking an independent, detailed Client Manager who is process management-focused to join our team. You will be a great fit if you are extremely detailed working on small to medium-sized projects for your clients and your team. As a Client Manager, you will be in a fast-paced environment that is hyper-structured around efficiency and providing solutions to our clients.

This role requires a candidate with strong attention to detail skills and carries an ability to follow the existing process and structure to meet the needs of our clients.

Responsibilities:

• Anticipate and work with your team to deliver strategic solutions to our clients.
• Present to prospect results of due diligence and forward strategies alongside the advisor
• Assist the service team to prepare all documents needed prior to the final renewal presentation
• Monitor and respond to client requests
• Develop, monitor, and completion of...

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Requirements

• Conduct client onboarding call and services.
• Insurance requirements: contract reviews and vendor certificate reviews.
• Process audits, claims, and recommendations for assigned clients.
• Process mid-term policy changes that require coverage knowledge such as officer changes, property/location changes, exposure adjustments, etc.
• Advise on agency bill/financed policy questions and midterm changes.
• Process LPR requests and policy cancellations.
• Process automatic policy renewals.
• Set policy reminder activities.
• Client relationship management.

Qualifications:

• Active CA Property and Casualty License
• Knowledge of Microsoft Office Tools: Word and Excel
• Knowledge of EPIC (or a Similar Agency Management System)
• Strong Communication Skills

Benefits

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