Commercial Lines Account Manager

About the role

Grove Financial & Associates, a Liberty Company partner, is a rapidly growing, dynamic organization with locations in Beaver Springs, Chambersburg, Elliottsburg, Hanover, Harrisburg, and Mechanicsburg, PA. The Commercial Lines Account Manager position is based in the Hanover office. The company offers an award-winning culture and a supportive team environment.

Responsibilities

• Provide prompt, accurate and courteous service to clients, producers and company personnel in a professional and positive manner.
• Handle all tasks associated with obtaining, maintaining, expanding and servicing existing accounts per agency procedures and carrier guidelines.
• Process applications, policy changes, account review and renewal remarkets, up-sell existing policies, and cross-sell new policies.
• Support company growth by working with producers, management, and other personnel on special projects or duties as directed.
• Work with Account Executive and/or Department Lead for guidance and training on all aspects of servicing clients.
• Primarily responsible for small to mid-size commercial lines accounts.
• Process all applications, policies and endorsements for clients, review for accuracy.
• Update policy accounts with most current information as received.
• Review renewals for significant changes, alert producer as needed.
• Follow up on notices of non-payment per agency procedures and notify producer of cancelled/expired policies for rewrite.
• Respond to carrier memos and process any necessary updates.
• Prepare and process requests for ID cards, evidence of property, certificates of insurance, and binders.
• Process claim reports according to carrier procedures or