Junior Account Manager/CSR (Property & Casualty Insurance)

Location:         Blue Bell, PA (onsite 4 days, 1 remote)

Responsible for the day-to-day servicing of commercial lines clients including new and renewal business processing and maintenance of exceptional Customer relations with the client.

Overview of Duties & Responsibilities: 

  • Support AM/AE in the maintenance of an existing book of business
  • Review and process policy changes (including certs & endorsements)
  • Handle questions, research and resolve problems
  • Interact with internal/external customers to ensure delivery of exceptional customer service and adherence to policies and procedures.
  • Assist in the process of renewal submissions for marketing including application(s), necessary exhibit(s), narrative(s), collection of loss runs and answers to underwriting questions.
  • Submit applications to eligible and appropriate carriers and follow up to ensure timely receipt of quotations and policies
  • Respond to calls/emails from clients and carrier partners.
  • Perform other duties as may be required or assigned.

Desired Skills & Qualifications:

  • Minimum 3 years with a commercial retail brokerage
  • Knowledge of EPIC
  • MS Office proficiency
  • Collaborative nature
  • Multi-tasker

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