Top 62756 Client solutions associate Jobs

Insurance- Commercial Lines Account Manager
Lechner & Stauffer, Inc. —Pennsburg, PA
- $60,000 - $80,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Paid time off
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Commercial Banking Specialist
Old National Bank —Brainerd, MN
- $17.00 - $27.50 an hour
- Online Application
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- Research
- Mid-level
- Health insurance
- Dental insurance
Agent, Commercial Lines
Armed Forces Insurance —Leavenworth, KS
- $49,000 - $58,000 a year
- Microsoft Outlook
- Word processing
- Bachelor of Science
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Sales Manager (B2B SaaS Sales)
LeadVenture —Lake Oswego, OR
- $75,000 - $155,000 a year
- Full-time
- Hybrid work
- Office
- 3 years
- Mentoring
- Health insurance
- Dental insurance
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6d
Marine Electronics Technician
Atlantic Marine Electronics / Viking Yacht Company —Wanchese, NC
- Full-time
- Background check
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- Mid-level
- Health insurance
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Pharmacy Director
PharMerica —Medina, OH
- $147,680 - $158,080 a year
- Full-time
- Clean driving record
- Computer literacy
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- Disability insurance
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Marine Electronics Technician
Atlantic Marine Electronics / Viking Yacht Company —Nags Head, NC
- Full-time
- Background check
- Customer service
- Mid-level
- Health insurance
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5d
Patient Access Supervisor
Ensemble Health Partners —Springfield, IL
- From $47,400 a year
- Weekends as needed
- Background check
- Mid-level
- Office
- Health savings account
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Inside Sales Representative- Countertops and Flooring Bllingual (English/ Polish)
STONEX USA —Elk Grove Village, IL
- $40,000 - $50,000 a year
- Full-time
- Bilingual
- English
- Mid-level
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Tax Associate - TurboTax Store
Intuit —New Rochelle, NY
- $24.50 - $28.50 an hour
- Part-time
- Spanish
- CPA
- Writing skills
11d
Tax Associate - TurboTax Store
Intuit —Irving, TX
- $24.50 - $28.50 an hour
- Part-time
- Spanish
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Engineering Technician
Denken Solutions, Inc. —Foster City, MI
- $51 an hour
- Bachelor of Science
- Engineering
- Mid-level
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Marine Electronics Technician
Atlantic Marine Electronics / Viking Yacht Company —Columbia, NC
- Full-time
- Background check
- Customer service
- Mid-level
- Health insurance
- Dental insurance
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5d
Engineering - CAD-PLM Administrator
Hoerbiger —Waukegan, IL
- $66,000 - $99,000 a year
- Full-time
- Hybrid work
- ERP systems
- Mid-level
- Mentoring
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- Paid holidays
Resolution Specialist
Scott & Associates, PC —Rochester, NY
- $20 an hour
- Full-time
- Microsoft Excel
- Computer literacy
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
11d
Project Manager
Detego Health —Omaha, NE
- $65,000 - $80,000 a year
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- Agile
- Health insurance
- Dental insurance
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Investigator - Network Services - Full Time
CoventBridge Group —Staten Island, NY
- $26 - $30 an hour
- Weekends as needed
- Background check
- Military
- Computer literacy
- Paid training
- Fuel card
Commercial Lines Service Consultant (required to have an active Property & Casualty license)
InsureOne Insurance Services America LLC —Ilion, NY
- $45,000 - $75,000 a year
- Hybrid work
- Spanish
- Computer literacy
- English
- Paid training
- Paid holidays
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Investigator - Network Services - Full Time
CoventBridge Group —Montgomery, AL
- $25 - $28 an hour
- Weekends as needed
- Background check
- Military
- Computer literacy
- Paid training
- Fuel card
7d
Insurance Sales Representative -Chatman & Associates Allstate Agency
Allstate Insurance Company —Avondale Estates, GA
- $35,000 - $45,000 a year
- Full-time
- US work authorization
- Organizational skills
- In-person
- Health insurance
- Dental insurance
Quick Apply

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Insurance- Commercial Lines Account Manager

Lechner & Stauffer, Inc.
Pennsburg, PA

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Job Details

Full-time
$60,000 - $80,000 a year

Benefits

Health insurance
Paid time off
Vision insurance
401(k) matching

Qualifications

Microsoft Word
Managing customer accounts
Microsoft Excel
Microsoft Outlook
Customer service
Process improvement
Employee relationship building
Improving operational efficiency
Microsoft Office
Property & Casualty License
High school diploma or GED
Analysis skills
Managing projects
Associate's degree
Account management experience
Technical Proficiency

Full Job Description

POSITION SUMMARY

A Commercial Lines Account Manager will be primarily responsible for the ongoing management of commercial clients, retention of new and renewal clients, and maintaining a partnership with the producer to support business development activities while upholding high service standards. These duties include but are not limited to:

Maintaining relationships with multiple insurance companies/MGAs to negotiate and obtain quotes, binders, endorsements, etc.
Cross selling products to potential customers
Managing established book of accounts
Negotiating renewals for existing customers
Obtaining information and documentation from new and existing clients
Resolving customer issues

ESSENTIAL DUTIES AND RESPONSIBILITIES

Independently manages accounts on a day-to-day basis which includes coordinating all services, answering all questions, and resolving problems, which may arise; maintains timeliness and completeness when interacting with clients, agency and company personnel
Negotiates and secures the most appropriate carrier coverage based upon client needs for new and renewal business and negotiating cost of those coverages
Work closely with sales team to understand a client’s needs, submits coverage specifications and obtains quotes from potential carriers for renewal business.
Determines appropriate client service support for new and existing clients; responds to client and carrier inquiries, maintains and enhances the company’s relationships with existing clients by executing proactive and ongoing contact initiatives.
Makes decisions regarding the resolution of all moderate and complex customer service problems: research and resolve coverage issues, audit issues, billing discrepancies in a timely manner.
Independently enters and maintains accounts/policies in Applied Epic /CSR24 while maintaining a current suspense; reviews insurance policies and endorsements for accuracy; reviews contracts and special certificate of insurance requests for compliance and response to insured.
Proactively maintains partnership with the producer by keeping him/her informed of pertinent information regarding the accounts and provides support and assistance for the development of new business.
Solely responsible for ensuring all the terms and conditions of the insurance policies written by the insurance company are properly prepared and provides all of the coverage that was presented to the insured in new business proposal.
Independently communicates subjectivities and exclusions for new and renewal business and document the difference in policy forms when comparing various quotes.
Uses specific industry training and knowledge to determine the needs of the client and identify cross-selling opportunities; expands/rounds-out existing accounts by identifying potential gaps in coverage, recommending, and implementing proper coverage.
Researches and maintains industry knowledge of developing trends regarding carrier underwriting, appetite, and pricing changes. Applies knowledge to negotiation of policies to provide best comprehensive coverage to clients.
Solely responsible for understanding assigned accounts in order to give proper advice for changing situations, which may require modifications to existing coverage.
Other duties may be assigned to meet business needs.

Qualifications

EXPERIENCE AND EDUCATION

Experience

At least 1 year of recent Commercial Lines Account Management experience preferred
Demonstrated success in overall customer service
Experience with Applied Epic - desirable

Education / Certification

High School diploma; undergraduate degree preferred
Appropriate insurance agent’s license required (PA Property & Casualty)
Willingness to continue education is essential

SKILLS AND ABILITIES REQUIRED

Technical: Intermediate to advanced-level proficiency with Microsoft Office Products: Excel, Word, and Outlook. Applied Epic software proficiency preferred, but not required.

High level of organization ability
High degree of self-discipline and motivation
Ability to follow processes and procedures and help develop new processes and procedures to help the company become more efficient
Solution driven problem-solving skills and proven analytical skills
Must possess the ability to work independently, applying education and professional experience to achieve outstanding results
Ability to understand and manage complex projects while working under tight schedules and deadlines
Team player with a strong work ethic
Effective, professional verbal and written communication skills
Demonstrates considerable tact, diplomacy, discretion, and judgment with ability to build and maintain effective interpersonal relationships
High level of maturity and stability with an "optimistic" approach
A self-starter with an entrepreneurial approach and hands-on experience

Benefit Conditions:

Three levels of Healthcare Benefits

This Company Describes Its Culture as:

Client Focused- Maintain a high level of service. Strive for Excellence in our work
Family and Community focused
Team-oriented -- cooperative and collaborative
Friendly and Supportive
Interested in quality growth and our carrier relationships
Open communication with our team in sharing agency goals and expectations

Management:

Owner- Privately Owned- Local presence and Name recognition
Leadership Team- Establishing annual goals for the agency
Department Manager
Training available to our new team members

Typical end time:

Typical start time:

Work Remotely

Hybrid basis - Full Remote is also a consideration

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Benefits:

401(k) matching
Health insurance
Paid time off
Vision insurance

Education:

Associate (Preferred)

Experience:

Account management: 1 year (Required)

License/Certification:

Property & Casualty License (Required)

Work Location: Hybrid remote in Pennsburg, PA 18073

Quick Apply

Refine Your Search

client solutions associate jobs

Insurance- Commercial Lines Account Manager

Commercial Banking Specialist

Agent, Commercial Lines

Sales Manager (B2B SaaS Sales)

Marine Electronics Technician

Pharmacy Director

Marine Electronics Technician

Patient Access Supervisor

Inside Sales Representative- Countertops and Flooring Bllingual (English/ Polish)

Tax Associate - TurboTax Store

Tax Associate - TurboTax Store

Engineering Technician

Marine Electronics Technician

Engineering - CAD-PLM Administrator

Resolution Specialist

Project Manager

Investigator - Network Services - Full Time

Commercial Lines Service Consultant (required to have an active Property & Casualty license)

Investigator - Network Services - Full Time

Insurance Sales Representative -Chatman & Associates Allstate Agency

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