Comm Insurance Account Manager

Essential Job Responsibilities

• Supports the Commercial Lines production staff by performing all sales-support duties, including but not limited to quoting, creating proposals, service timelines, stewardship reports, and providing customer support as necessary.
• Works to ensure the retention for each defined agency book of business by working with advisors to create appropriate solutions and discovering and executing ways to deepen the relationship.
• Collaborates with advisors to achieve the most appropriate product and service solutions for the client.
• Affords assistance to advisors in the research of industry-specific and/or client-specific information in preparation for meetings.
• Creates and maintains positive relationships with advisors, clients, and account managers.
• Fulfills proper procedures regarding the use and integration of data within the Agency Management System.
• Stays abreast of legislative changes and updates that may have an effect on FCIA clients.
• Maintains an understanding of the underwriting requirements, system capabilities/requirements, and current industry-appetite of each insurance carrier within the specific market being served.
• When necessary, be available to support other areas of the agency.

Bona Fide Occupational Qualifications

• Bachelor’s degree in Business or related field and/or equivalent experience is preferred.
• Two (2) years related experience in Commercial Lines is preferred.
• Experience with Microsoft Office products is required.
• PA Property and Casualty Certification is preferred.
• A valid driver’s license and ability to travel periodically is required.
• May be eligible for Telecommuting.