What are the responsibilities and job description for the Insurance Account Manager position at The Weimer Group?
The Weimer Group
Commercial Lines Account Manager, Insurance Agency / Perkasie, PA (open to remote)
An environment that fosters growth.
***A company is only as good as the people behind it. We are always interested in meeting talented individuals who want to progress their careers and make a difference in our business.***
We believe that successful people make successful businesses, which is why we make every effort to provide our employees with an environment in which they can excel. Our professionals are integral in defining our business—delivering results to our clients and driving our company to success. We make it our job to treat them well.
We recognize the importance of our employees’ health and wellness. We are committed to providing a high quality, competitive employee benefit program which is designed to address our employees’ benefit needs. Our benefit package is regularly reviewed and modified to ensure we offer those benefits most valuable to both the employee and their family.
The Commercial Account Manager is responsible for managing and servicing an assigned book of business, by analyzing customers’ individual needs, evaluating options, and offering tailored insurance solutions. The Account Manager is responsible to build and sustain relationships with existing customers and to promote the agency. The primary line of business is commercial Property and Casualty.
PRIMARY RESPONSIBILITIES AND DUTIES
Market, service and promote the Agency’s products and services and work at a strategic level to develop and retain customers.
- Service/Manage a designated group of premier customers, including: analyzing the needs of the customers, evaluating and answering questions regarding coverage, and determining the most suitable product for the customer.
- Actively manage accounts prior to renewal to identify concerns, external competition, exposure changes and additional coverage needs.
- Assist existing policyholders through the renewal process with strong communication and market knowledge. Educate customers on policy/product features, advantages and disadvantages. Remarket accounts as necessary.
- Independently develop and maintain strong knowledge of the marketplace and strong working relationships with company representatives and underwriters. If no coverage is available in the admitted market, investigate risk placement alternatives, if available.
- Prepare submissions, and negotiate pricing, policy conditions, and terms with selected carriers. Review all quotations with recommendations as to the best options for price, coverage and risk alternatives. Manage quotes, proposals to customers, and bind coverage with insurance carriers within agency authority.
- Performs duties independently with little or no supervision, operating from established directions and instructions. Decisions are made within general agency constraints and insurance laws, and require independent decision-making.
- The position involves daily contacts with customers and carriers, which encompasses information exchange, problem solving, quoting, and/or negotiations, significant contact with customers to collect information on any changes to the customer’s characteristics and to analyze the customer’s continued exposure and tolerance to risk, as well as review coverage options and risk management/prevention strategies.
- Thorough technical knowledge of commercial insurance, including an understanding of commercial insurance forms and risk alternatives. Outstanding verbal and written communication skills.
About Our Agency
The Weimer Group provides comprehensive insurance options.
We are your trusted independent insurance agency.
Your family, your business, and your possessions are all important to you, but you may not know how to best protect them. We have the experience to navigate the unique risks you face, serving as your insurance advisor.
The Weimer Group is based locally with two convenient locations in Harleysville, PA and Perkasie, PA. We are proud to provide comprehensive personal insurance, life and health insurance, and business insurance options to our neighboring counties, including Northampton, Montgomery, Lehigh, Chester, Bucks, and Berks, stretching across Southeastern Pennsylvania.
Since 1968, we have been committed to maintaining the highest standard of excellence in all that we do. For us, it’s not a question about what we can do for the insurance industry—it’s about what we can do for our community. Building a firm relationship based on mutual trust is our number one priority.
Posted: 1 days
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- Healthcare
- Dental
- Vision
- 401(k)
- Paid Vacation
- Paid Holidays
- Paid Sick Days
- Life Insurance
- Short-term Disability