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Full-time
bachelor degree, professional certificate
Posted 50d ago
~40 hrs/week
Responsibilities
Provides comprehensive support to Commercial Lines production staff by managing quoting, proposals, and stewardship reports. Focuses on maintaining and deepening client relationships to ensure the retention of the commercial insurance portfolio.
Requirements
Preferred qualifications include a bachelor's degree in business and two years of experience in Commercial Lines. Required qualifications include proficiency in Microsoft Office and a valid driver's license.
Full job description
Creates a level of support and communication between the Commercial Lines production staff and insurance buyer by performing all defined client services for each defined agency book of business category, including but not limited to quoting, creating proposals, service timelines, stewardship reports, and providing customer support as necessary. Ensure the retention of commercial client portfolio by working with advisors to create appropriate solutions and discovering and executing ways to deepen the relationship.
Essential Job Responsibilities____
1. Supports the Commercial Lines production staff by performing all sales-support duties, including but not limited to quoting, creating proposals, services timelines, stewardship reports, and providing customer support as necessary.
2. Works to ensure the retention for each defined agency book of business by working with advisors to create appropriate solutions and discovering and executing ways to deepen the relationship.
3. Coordinates and integrates with the Service Assistant(s) and Advisors to carry-out what is needed to deliver the product and/or service and work with the advisor or client to make the sale.
4. Navigates the Bignition Sales Platform to better assist the client-advisor-account manager relationship.
5. Champions the Zywave Platform to better strengthen the client-advisor –account manager relationship.
6. Collaborates with advisors to achieve the most appropriate product and service solutions for the client.
7. Assists advisors in the research of industry-specific and/or client-specific information in preparation for meetings.
8. Creates and maintains positive relationships with advisors, clients, and account managers.
9. Follows proper procedures regarding the use and integration of data within the Agency Management System.
10. Stays abreast of legislative changes and updates that may have an effect on FCIA clients.
11. Maintains an understanding of the underwriting requirements, system capabilities/requirements, and current industry-appetite of each insurance carrier within the specific market being served.
12. When necessary, be available to support other areas of the agency.
Bona Fide Occupational Qualifications___
1. Bachelor’s degree in Business or related field and/or or equivalent experience is preferred
2. Two (2) years related experience in Commercial Lines is preferred.
3. Experience with Microsoft Office products is required
4. PA Property and Casualty Certification is preferred.
5. A valid driver’s license and ability to travel periodically is required.
6. May be eligible for Telecommuting.
Related keywords
Commercial LinesInsuranceQuotingProposalsStewardship ReportsClient RetentionBignitionZywaveAgency Management SystemUnderwritingPA Property and Casualty CertificationCustomer Support
We passionately work toward our mission to improve the financial lives of our neighbors and their
businesses.
Industry
Banking
Company size
1,001-5,000 employees
Founded
1982
Headquarters
Indiana, PA
LinkedIn followers
10,584
We know why we’re here: to put you first. We do it by building long-term relationships with our customers and our employees. By reaching out to the communities we live and work in. By listening and helping to find the best solutions to get you to your financial goals.
Our success is built on creating an authentic community banking experience, delivered by caring and talented employees. Each team member is valued for the ideas they bring to the table, knowing we make stronger business decisions through the diversity of our workforce. We are committed to developing thoughtful leaders who want to make a difference in the places we live and work through careers in banking.
Member FDIC
FCB NMLS # 479240
Offices: 601 Philadelphia Street, Indiana, PA 15701, US
Personal BankingMortgageBusiness BankingInsuranceand Wealth AdvisingBanking
How much do Finance & Accounting jobs in Pennsylvania pay?
Based on 1553 listings with disclosed salaries, most finance & accounting jobs in Pennsylvania pay between $60k–$170k per year. Individual offers vary with seniority, company size, and specialization.
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