We are seeking a highly motivated and experienced Client Account Senior to join our team in Bethlehem, PA. In this pivotal role, you will be responsible for managing and nurturing key client relationships, ensuring exceptional service delivery, and driving client satisfaction. You will work closely with cross-functional teams to develop tailored solutions that meet client needs and contribute to overall business growth.
How You Will Contribute
Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, invoicing, issuance of certificates of insurance, claims reporting and follow up as needed, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to coverage questions.
Assist in the renewal process for all assigned and prospective clients with the team including ordering updated loss information, obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and negotiating the renewal pricing as well as preparing the renewal proposal, and binders.
Assist in the review of internal compliance and client disclosure requirements, policies, endorsements and certificates to ensure alignment with client expectations and legal requirements.
Document renewal, sales, and insurance operations compliance documents into the sales management database.
Promote teamwork, support, knowledge sharing and a positive attitude in the department and office.
Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education required for valid licensing.
All other duties as assigned.
Skills & Experience to Be Successful
Required:
Insurance Producer license in good standing (authorities in states needed to service the assigned book of business) or ability to obtain such within 90 days of hire.
Knowledge of insurance coverages, contracts, and state regulations where business is conducted.
Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher. Able to create, edit, and merge letters, spreadsheets, labels, etc.
Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
2+ years' experience in the insurance industry, or a related field.
Preferred:
College Degree in a business-related field.
Professional Designation specific to area of specialty (ie, ARM, CIC, RPLU)
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services;
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.