Commercial Lines Account Manager

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: We are seeking a motivated and dedicated team player to join our dynamic work environment as a Commercial Insurance Account Manager. In this role, you will be responsible for managing a portfolio of commercial insurance accounts, providing exceptional service and support to our valued clients. If you thrive in a challenging and fast-paced environment, possess the requisite skills and qualifications, and are passionate about delivering exceptional client service, we invite you to join our team as a Commercial Insurance Account Manager. Together, we will make a positive impact and ensure the continued success of our clients' businesses.

Work Arrangement: This is a full-time position working in our office located in Media, PA.

Professional Responsibilities:

• Maintain accurate records within the agency management system and electronic files.
• Provide excellent customer service to build and maintain positive relationships with Safegard's clients.
• Practice outstanding verbal and written communication with clients and insurance carrier representatives that is professional, confident, clear, and concise.
• Prepare and maintain client-facing presentation documents.
• Participate in and/or lead in-person and virtual client and carrier meetings as needed.
• Review all renewal and new business policies for accuracy and request corrections as needed.
• Billing, premium financing, and non-payment processing and follow-up.
• Process policy change requests and audits. Responsible for timely endorsement follow-up, as well as billing.
• Oversee issuance of new and renewal Certificates of Insurance and Automobile ID Cards as needed.
• Efficiently utilize insurance carrier online systems.
• Market new and renewal business as necessary, including market selection, online rating, submissions and coverage analysis.
• Field calls regarding claims; direct clients to the appropriate carrier for submitting claims and assist clients with questions regarding claims as necessary.
• Delegate tasks to Account Analyst staff members per agency guidelines and oversee accuracy of work.
• Assist in development and training of Account Analyst staff.

Qualifications and Requi