Job Description
Valley Insurance Group is a full service, independent insurance agency offering Commercial, Personal & Benefits insurance solutions. We have experienced tremendous growth in the past few years and anticipate continued growth for years to come plus we offer an extremely competitive benefits package.
Valley Insurance Group is looking for an experienced Commercial Lines Account Manager to join our team and add value to our growing client base. We work with a variety of accounts, but the largest part of our existing book of business is Franchised Auto Dealerships.
We offer a comfortable hybrid schedule and 100% employer contribution to healthcare benefits for employees & their families. Further, Valley Insurance Group is looking for candidates who want to find their forever employer and retire from our firm as we offer a 4% employer match on our 401K plan. As we continue with our track record of success, we are interested in a candidate who feels they will thrive at a company that will present opportunities to grow both as a leader in the firm as well as from an income standpoint.
Position Summary for Commercial Lines Account Manager:
ยท Manage an assigned book of business while expanding and solidifying relationships with clients
ยท May support an Account Executive and is first line of contact when the Account Executive is not available.
ยท Communicate changes or adjustments in policies to clients
ยท Responsible for day-to-day account management for medium-sized client accounts
ยท Forward all filed claims to the appropriate department for handling and investigation
ยท Offer information about quotes to prospective customers.
ยท Manage and protect the reputation of the company
ยท Maintain strong relationships with customers
ยท Provide technical support to Account Executives
ยท Complete and submit new /renewal applications
ยท Complete certificates of insurance and issue bonds
ยท Process renewals in coordination with the Account Executive
Requirements โ Knowledge, Skills, and Abilities for the Commercial Lines Account Manager:
ยท Commercial Experience Preferred - 7 to 10 years
ยท Applied Systems EPIC experience a preferred
ยท Ability to multi-task.
ยท Be a team player
ยท Current Insurance Property and Casualty License required
ยท Microsoft Excel โ Intermediate Level a plus
ยท Garage Liability experience is a plus but not necessary
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