Commercial Lines Account Analyst

About Safegard, A Division of Patriot Growth Insurance Services: The Safegard Group, Inc. is a regional insurance brokerage and risk management consulting agency that services corporate, institutional, professional, and individual clients. We take a partnership approach to providing custom designed insurance programs and risk management solutions. Safegard is dedicated to superior service that is often not evident in the brokerage community. We have experienced outstanding growth since our 1994 inception, and we continue to selectively solicit accounts that value our technical and service capabilities. By utilizing our long-term relationships with insurers, third party providers, and key industry resources, we are able to provide comprehensive solutions and services to our clients. Safegard has three primary business divisions: Commercial Lines, Personal Lines, and Employee Benefits. We are a proud partner agency of Patriot Growth Insurance Services.

Position Overview: The Safegard Group, Inc. is recruiting for a full-time, entry level, Commercial Lines Account Analyst. Safegard is a growing agency that offers a dynamic work environment for high-energy, motivated, team-oriented employees. Competitive salary and outstanding benefits are offered. Salary will be commensurate with successful candidate’s background and experience.

Work Arrangement: This is a full-time position working in our office located at 100 Granite Dr. Suite 200, Media, PA.

Professional Responsibilities:

• Provide excellent customer service to build and maintain positive relationships with clients.
• Maintain accurate records within agency management system and electronic files.
• Create basic Excel spreadsheets/Word documents for clients/internal staff use.
• Process policy change requests. Responsible for timely endorsement follow-up, as well as billing.
• Issue new and renewal Certificates of Insurance and Automobile ID Cards.
• Follow-up with insurance carriers for cancellations and other payment issues.
• Assist team with renewal/new business process from account preparation through binding.
• Manage receipt and distribution of policies.
• Practice outstanding verbal and written communication with clients and insurance carrier representatives that is professional, confident, clear, and concise.

Qualifications and Requirements:

• College Graduate.
• Licensed Property & Casualty Producer (can be obtained upon hire).
• Minimum of 1 year insurance experience.
• AMS360 experience preferred but not required.
• Proficient with MS Office including Excel, Word and PowerPoint.
• Team-oriented with ability to lead when necessary and take direction well.
• Good written and oral communication skills.
• Strong analytical and strategic thinking skills.
• Confidence in