Account Manager - Commercial P&C

Role Description

The Account Manager is a full-time, on-site position with the opportunity for a hybrid work arrangement based in Reading, PA. This role serves as the primary point of contact for clients, building and maintaining strong, long-term relationships while managing their insurance accounts. The Account Manager will assess client needs, develop customized insurance solutions, and collaborate with internal teams to deliver exceptional service and ensure a seamless client experience.

Responsibilities include gathering client information, determining appropriate coverage, marketing and placing accounts, managing renewals, and addressing client concerns to ensure overall satisfaction. The Senior Account Manager also provides strategic planning and consultation to help enhance clients’ insurance programs.

The ideal candidate is a licensed Property and Casualty professional with a solid understanding of financials and financial statements, as well as strong proficiency in Microsoft Excel, including formula development. This role requires the ability to prioritize and delegate workflow effectively, ensuring efficient use of time and resources while delivering exceptional client service.

Company Description

The Loomis Company is a leading independent insurance agency specializing in a full range of insurance solutions, including employee benefit administration, property & casualty, aviation, marine, personal insurance, and more. Established in 1955, the company has built a strong reputation in the industry and stands among the top third-party administrators of employee benefits. Additionally, The Loomis Company ranks as one of the top diversified insurance and brokerage firms in the United States. Our commitment to excellence and comprehensive services make us a trusted partner in managing risk and optimizing benefits for individuals and organizations.

DUTIES AND RESPONSIBILITIES:

• Advise clients on coverage issues.
• Act as a resource & provide guidance to co-workers.
• Decide the best market with which to place an account and which markets to approach for the accounts (coverage and pricing would be considered).
• Check all incoming policies, audits, and endorsements for accuracy.
• Input the data into the system.
• Bill policies, audits, and endorsements.
• Write to the company for corrections to policies, endorsements, and audits.
• Enter and update applications to be submitted to the company for marketing.
• Follow up with companies in the marketing process to obtain quotations.
• Take customer calls for certificates of insurance and changes (car changes, ID cards, etc.)
• Write to the company to request changes, issue certificates and ID cards, and send them to the customer.
• Issue binders.
• Issue cancellation requests.
• Check the expiration lists to ensure everything is bound or renewed on time.
• Research and explain accounting differences.
• Do rating if needed.
• Check follow-up items and outstanding second-request items.
• Complete special projects as assigned.
• Must comply with and follow our workflows and procedures and follow all guidelines regarding Errors & Omissions.

 EDUCATION AND EXPERIENCE:

• Must meet management’s Account Manager performance expectations.
• High School Diploma or General Education Degree (GED).
• Property & Casualty license required.
• 3-5 years of commercial insurance experience.
• CIC / CPCU designation or equivalent required.

OTHER SKILLS AND ABILITIES:

• Customer service experience.
• Speed and accuracy in all areas.
• Detail-oriented.
• Knowledge of Microsoft Office products.
• Excellent verbal and written communication skills.
• Organized.

CONDITIONS:

Other functions may be assigned as business conditions change.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to perform keyboard work, verbal communications, and close vision computer use. The employee may need to frequently lift and/or move up to fifteen (15) pounds. 

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate.

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily, while maintaining regular attendance that is acceptable to company standards. The requirements listed below are representative of the knowledge, skill, and/or ability required.

The Loomis Company is proud to be an equal opportunity employer committed to hiring a diverse and inclusive workforce. We provide equal employment opportunities to all employees and employment applicants without regard to unlawful considerations of sex, sexual orientation, gender (including gender identity and/or expression), pregnancy, race, color, creed, national or ethnic origin, citizenship status, religion, disability, marital status, age, genetic information, veteran status or any personal attribute or characteristic that is protected by applicable local, state or federal laws.

This employer uses E-Verify. Please visit the following website for additional information: The Loomis Company E-Verify. E-Verify is a program that electronically confirms a candidate’s eligibility to work in the United States after completing the Employment Eligibility Verification (Form I-9). The information provided on the Form I-9 is compared to the records contained in the Social Security Administration and Department of Homeland Security (DHS) databases. This helps employers verify the identity and employment eligibility of newly hired employees.