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Insurance Account Representative

Insurance Account Representative

Miers InsuranceAllentown, PA, US
23 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

We’re looking for a personable, enthusiastic insurance account manager to help take our agency to the next level. Our ideal candidate is a motivated team player who has the ability to stay focused in a fast-paced work environment. You will manage client communications, nurture important relationships, and keep track of policy details and documentation in a secured system. This is a critical role on our team with a strong focus on client services to foster ongoing sales and renewals. We will provide industry-specific training for the right candidate who demonstrates a dedication to excellence. Sound like a job you’ll love? Apply now! Compensation :

Commensurate with experience

Responsibilities :

  • Provide helpful answers to clients on any policy or billing questions including explanation of coverage or rate changes to ensure complete understanding
  • Update policy changes on customer accounts in our book of business and inform clients about policy changes according to NAIC regulations
  • Support clients reporting claims on current policies by gathering all documentation needed to give to the adjuster to process
  • Stay up to date with industry standards, current rates, coverages, insurance products, insurance policies, and carriers by regularly speaking with our industry partners so you can help clients, underwriters, sales representatives, account executives, and the rest of our service team understand and address the latest rules and policy updates
  • Help create competitive quotes when it is time to issue renewals or make updates to a current policy
  • Work independently to answer clients completely on policy or billing questions, including explanations about their coverage or rate adjustments to ensure total understanding
  • Develop competitive quotes for coverage or make updates to a current policy
  • Document any policy changes on customer accounts in Epic and clearly communicate with customers about those updates
  • In partnership with the producer, manage the account renewal from pre-renewal review until final binding of coverage
  • Market new business as needed
  • Review of customer contracts in relation to the insurance program
  • Develop and maintain a trusted consultative relationship with clients
  • Prompt and efficient deliverables to clients and carriers
  • Maintain up-to-date data in the agency management system
  • Support team members as needed

Qualifications :

  • We are looking for candidates with an Associates or Bachelor’s degree but will consider those with relevant insurance industry experience, as well
  • Insurance experience as an insurance agent or other position is preferred but we will provide training as needed for the right fit and skillset
  • Follow up skill, written and verbal communication skills and problem-solving skills are a must in this role
  • Applicants must have an active insurance license in their state or be willing to get licensed in 90 days
  • Applicants must have basic computer skills and be able to use Microsoft Office Suite (Word, Excel, PowerPoint, etc.)
  • 5+ years of Commercial Lines insurance experience handling all aspects of account management
  • Strong written and verbal communication, problem-solving, and follow-up skills
  • Proficient in Microsoft Suite (Word, Excel, PowerPoint, Outlook, etc.)
  • Proficient in Applied EPIC
  • Active Pennsylvania Property & Casualty Insurance License
  • Ability to work closely with producers and team members

    • About Company

    Miers Insurance is one of the most established independent insurance agencies in Allentown and the Lehigh Valley for 133 years. With our focused and energetic leadership team continuing to grow our agency, we are seeking qualified candidates to join the team and grow with us.

    We are located in a Class A office building on the beautiful Lehigh River in Allentown, PA.

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    Insurance Representative • Allentown, PA, US