Account Manager

Summary

Join Donegal Insurance Group as a Commercial Lines Service Center Account Manager and manage account oversight directly with customers and agents. You will handle new business quoting, direct quoting, and renewal underwriting, along with responding to inquiries and providing excellent customer service. Responsibilities include managing account servicing, renewals, and new business, acting as the primary contact for agents, and maintaining relationships with agents and customers. You will also research underwriting information and request necessary documentation. The ideal candidate will possess a Bachelor's degree or an Associate's degree with relevant experience, along with property and casualty agent's license and customer service experience in the commercial lines sector. Donegal offers a competitive salary and a comprehensive benefits package.

Requirements

• Bachelor's Degree OR: Associate’s Degree and two (2) or more years of experience in customer service, agency, and/or underwriting experience at a company or agency level
• High School Diploma and four (4) years of experience in customer service, agency, and/or underwriting experience at a company or agency level
• Minimum of two (2) to four (4) years of customer service, agency, and/or underwriting experience at a company or agency level. Experience in the commercial lines sector of insurance preferred
• Basic knowledge of property/casualty insurance products, insurance processing systems/procedures, Best Practices, state regulations, and customer service practices

Responsibilities

• New Business responsibilities focused on new business applications, quotes, direct quotes, account cross sell, account rounding, account upsell and bookrolls
• Account Management inclusive of renewal underwriting, endorsement processing, certificates of insurance and account support as needed
• Serve as the primary contact and liaison with agents of the Service Center and managing the day-to-day servicing, renewals, and new business
• Manages account(s) oversight directly with customers and agents to include New Business quoting, direct quoting and Renewal Underwriting
• Respond to questions regarding product availability and discounts, billing and payment options, policy status, complaints and other customer/agent inquiries in a first time final manner
• Deliver strong customer service by responding within 24 hours to inquiries, concerns, emails, and faxes, and returning phone calls same day
• Efficiently handle incoming calls and/or e-mails from existing customers and agents. May handle outbound calls and follow up work as required to process requests
• Provide accurate policy information to policyholders and agents regarding commercial lines insurance products
• Develop and maintain relationships with agents, customers, other team members
• Maintain current understanding of service techniques, underwriting guidelines and product offerings
• Research underwriting information and request appropriate underwriting support documentation needed for each account

Preferred Qualifications

• Property and Casualty Agent’s License strongly preferred
• Demonstration of self-development through attainment of professional insurance designations, CIC, CISR, CLCS, etc

Benefits

• Medical, Dental, and Vision Coverage : Available to you and your dependents. Coverage begins the first of the month after start date
• 401(k) with the first 3% matched at 100% : the next 6% is matched at 50%
• Paid Time Off : Paid vacation, sick days, paid holidays, & bereavement days
• Career Development : Including college partnership discounts and industry designation(s) reimbursements
• Additional benefits include company-paid basic life insurance; short & long-term disability insurance; employee stock purchase plan; and employee assistance program (EAP)