Account Manager, Commercial Lines

Job Description

The Commercial Lines Account Manager is responsible for working on a day-to-day basis with our commercial clients on policy servicing to include processing renewals, certificates, binders, marketing, proposals etc.  A book of business will be assigned in which you will be responsible for ensuring prompt and effective service to each client. 

Responsibilities of a Commercial Lines Account Manager

• Work independently, provide prompt, accurate and professional customer service to both internal and external clients.
• Understand key coverages and risk techniques.
• Market new and renewal business
• Maintain contact and collaborate with internal staff.
• Review current coverages and/or contractual requirements and provide guidance on appropriate changes; coordinate/provide claims reviews; inform/educate client on exclusions and exposures,and perform contract reviews and advise clients on insurance needs.
• Responsible for relationship building with the client and the appropriate client team members.
• Review and update applications, and general information (attachments, activities, follow-up) into the agency management system.
• Process, delegate and/or oversee audits, endorsements, certificates, proposals, policy checking and all other policy service and maintenance.
• Conduct all business in accordance with established policies and procedures.
• Maintain PA Property & Casualty Insurance license and all required CE.

Requirements of a Commercial Lines Account Manager

• High School Diploma, GED, or Bachelor’s Degree.
• Commercial lines insurance experience.
• Licensed in Pennsylvania Property/Casualty.
• Previous Applied EPIC experience.
• Ability to effectively communicate and resolve conflict.
• Ability to delegate duties, and follow-up as appropriate.
• Time management, organizational and multi-tasking skills with high attention to detail
• Ability to build and maintain effective relationships with clients, carriers and peers.
• Ability to negotiate.
• Proficiency in Microsoft Office Products (Outlook, Word, Excel)

Company Description

In business since 1929, BABB, Inc. is an employer who cares not only about the health, safety and wellbeing of its own employees, but also makes the well-being of their clients’ employees their businesses.  Partnering with businesses of all sizes, Babb prides itself on improving our clients’ risk in order to drive down insurance costs.

• Hybrid Work Schedule. Family-owned values, Free parking. Commitment to personal development.