COMMERCIAL ACCOUNT ADMINISTRATOR

About the Role

The Commercial Account Administrator is responsible for servicing a designated group of customers, providing support to Sales Executive and/or Account Executive Commercial as applicable, processing work, receiving and making calls to customers or insurers, or by assisting in any other areas as required. The primary line of business is Property and Casualty.

Responsibilities

• Service a designated group of customers, manage and process customer requests including changes to policies, and review billings.
• Provide quotes, proposals, and bind coverage as needed according to insurer guidelines.
• Coordinate processing of necessary documents with the Administrative Assistant.
• Support Sales Executives and/or Account Executive Commercial by being responsive to customer inquiries and requests, fostering new-business opportunities, maintaining customer relationships, and building customer loyalty.
• Review assigned policies to determine if additional coverages should be solicited prior to renewal.
• Conduct periodic service calls for designated customers.
• Document all conversations with customers and/or insurers relative to exposures and coverages.
• Refer to the agency’s Policy and Procedures Manual as needed in all processes.

Secondary Responsibilities

• Be diligent when interacting with customers and processing coverage modifications in a timely manner to ensure customer satisfaction and prevent E&O exposure.
• Work independently with minimal supervision.
• Attend industry-specific seminars and training as needed.
• Perform other duties as assigned.

Qualifications

• Education: Associate’s degree from a two-year college or technical school, or equivalent combination of education and relevant experience.
• Experience: 3 to 5 years of insurance experience and/or training.
• Specialized Skills: Possess or pass the requirement to be a licensed Property & Casualty insurance producer.
• Continuing Education/Training: As required by applicable statutes and regulations.

Skills

• Excellent customer service skills.
• Good working knowledge of computer office software.
• Excellent oral and written communication skills.
• Excellent interpersonal and analytical skills.

Schedule

Hybrid Flexibility

Location

Harrisburg, Lititz, York

LICENSE REQUIRED: Yes (P&C) | STATUS: Non-Exempt | REPORTS TO: Commercial Lines Service Manager | DIVISION: Commercial Lines Department