Commercial Insurance Account Manager

Company Description

LaPlaca Insurance Inc. is a family-owned and operated business since 1988, dedicated to providing attentive and skillful insurance services for both individuals and businesses, from startups to established multi-state corporations. With over 60 years of combined insurance experience, we prioritize serving clients' best interests with skill and personal attention. Our commitment is reflected in a 95% client renewal rate, with many new clients coming through referrals from satisfied existing customers.

Role Description

This is a full-time position for a Commercial Property & Casualty Insurance Account Manager, located in Chalfont, PA. You will primarily be servicing the agency’s generalist book of business, roughly $2.5M in premium. You will manage the renewal process as well as convert call-in leads to sales; prepare and process certificates of insurance; upsell and cross-sell current customers; prepare endorsements and invoices as needed, along with other assigned tasks. You also will provide back-up to the Personal Lines Manager. LaPlaca Insurance offers a very close-knit culture with a work hard, play hard mentality.

The position manages renewal and sales activities, including: Communication with clients, prospects and underwriters; providing excellent customer service; handling sales inquiries; overseeing the purchasing process. Your will responsible for overall account management and ensuring client satisfaction.

Responsibilities include: Working with clients and prospects to obtain information; identifying exposures and working with underwriters to develop comprehensive and competitive coverage proposals; managing policy changes; understanding and reading insurance policies; explaining coverage questions; invoicing; and maintaining clear and current client records in AMS 360, as well as an excellent understanding of using AMS 360 for issuance certificates of insurance, auto ID cards, processing policies/endorsements, producing applications, etc.

This position will cultivate successful relationships with clients, vendors, and carriers to support the agency's excellent client retention.

Qualifications:

• Current P&C (Property and Casualty) License required.
• Experience in AMS360 or willingness to learn before onboarding.
• 3+ years commercial insurance experience in an independent agency setting.
• Effective Account Management skills.
• Personal Insurance experience, a plus.
• Strong organizational, communication, servicing and multitasking skills
• Excellent organizational and time-management skills.
• Ability to work on-site in Chalfont, PA. Hybrid possible for right candidate.

Salary

Range $66,000-$72,000

Quarterly agency production reviews with bonus potential

Benefits

3% matched SEP through Fidelity

Life,  Accidental Death and Long Term Disability Insurance

2-4 Weeks PTO, depending on candidate

12 paid Holidays