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Commercial Lines Small Business Account Manager

Insurance


Company Overview: The John Yurconic Agency provides a variety of insurance plans and other services to residents of Allentown and its surrounding areas. We’re proud to be one of the best insurance and vehicle registration/ driver’s license services in Lehigh, Northampton, Berks, Carbon, and Schuylkill counties.
Industry: Insurance
Website: https://www.yurconic.com/
Location:
5910 Hamilton Blvd
Allentown, PA 18106

Job Description:

PRIMARY ROLE:
Day-to-day maintenance and servicing of assigned Commercial Lines accounts, including but not limited to:
• Maintaining a high level of client service and satisfaction
• Marketing & placement of new business & renewal accounts as appropriate
• Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service


DUTIES:

• Support Producers’ sales efforts by handling accounts once bound
• Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client
• Maintain MIS client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines
• Maintain control of renewal expiration lists, binders, and any aged receivables in accordance with agency guidelines.
• Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines
• Review all items to be processed, to insure items were received as ordered.
• Participate in courses for insurance/sales skills. Maintain current knowledge of underwriting requirements of carriers. Keep current with industry trends by reading appropriate journals and company bulletins.
• Participate in any special projects at management’s request.

Job Requirements:

QUALIFICATIONS & EDUCATION:
• Appropriate State license(s). Minimum 1-3 years’ insurance brokerage or equivalent experience.
• Extensive knowledge of all lines of commercial insurance, including sophisticated and less common coverages, especially those products represented through agency
• Thorough knowledge of brokerage operations including claims handling, procedures, commercial lines rating, agency management system, and applicable insurance laws/codes
• Experience and expertise in operating in electronic environment; excellent automation skills, including MIS, Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems
• Familiarity with risk assessment and risk management techniques
• Excellent time management, organizational and verbal and written communication skills
• High degree of self-motivation and self-direction

Skills/Keywords: COMMERCIAL LINES SMALL BUSINESS ACCOUNT MANAGER

To Apply for this position:

Please e-mail resume and cover letter to Jeff Boardman: jboardman@yurconic.com 

Added 6/14/17



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