Commercial Lines Account Manager - Primary Location

Join YMI Insurance, a community-focused insurance company dedicated to providing exceptional customer service. As a Commercial Account Manager, you'll be based in our Bethlehem office, working alongside a team that values teamwork and collaboration. We believe in creating a positive and inviting environment where our employees can thrive.

The ideal candidate will be responsible for maintaining and expanding relationships with our commercial insurance clients. They will serve as a key point of contact for clients, ensuring their insurance needs are met with excellence.

This role requires a strong understanding of commercial insurance products, excellent communication skills, and the ability to provide exceptional customer service.

To excel in this position, you should have a friendly personality and strong problem-solving skills. We value individuals who are proactive, detail-oriented, and able to work effectively in a fast-paced environment. If you're passionate about customer service and are interested in contributing to a company that prioritizes employee growth and client satisfaction, YMI Insurance is the place for you!

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Hands on Training

Parental Leave

Career Growth Opportunities

Retirement Plan

Evenings Off

Responsibilities

Client Relationship Management:

• Serve as the primary point of contact for commercial insurance clients.
• Build and maintain strong, long-lasting client relationships through regular communication and exceptional service.
• Understand clients' insurance needs and provide appropriate solutions and recommendations.
• Conduct regular client meetings to review policies, discuss coverage options, and address any concerns.

Policy Administration:

• Oversee the administration of commercial insurance policies, including processing policy endorsements, renewals, and cancellations.
• Ensure accuracy and completeness of policy documentation.
• Collaborate with underwriters and other team members to negotiate terms and conditions on behalf of clients.

Risk Assessment and Analysis:

• Conduct risk assessments for clients to identify potential exposures and recommend appropriate coverage solutions.
• Analyze insurance policies and coverage options to ensure they align with clients' risk management objectives.
• Provide proactive risk management advice to clients to help mitigate potential losses.

Claims Management:

• Assist clients with the claims process, including reporting claims to insurance carriers and facilitating communication between clients and claims adjusters.
• Advocate on behalf of clients to ensure timely and fair resolution of claims.
• Provide guidance and support to clients throughout the claims process, including assistance with documentation and claim settlement negotiations.

Business Development:

• Identify opportunities for account growth and revenue generation within existing client accounts.
• Collaborate with sales and marketing teams to develop strategies for acquiring new commercial insurance clients.
• Participate in networking events and industry conferences to expand professional contacts and promote the company's services.

• An Active PA Property & Casualty License is required.
• Minimum 3 years experience in commercial insurance account management
• Detail-oriented with the ability to prioritize and multitask.
• A team player who is self-motivated with a positive attitude.
• Excellent written and verbal communication skills and the ability to think critically.
• Insurance industry certifications (e.g., CIC, CISR, CRM, CPCU) preferred.