Commercial Lines Assistant Account Manager
At a glance
Mid-level Account Management role at Sovereign Insurance Group. Berwyn · full-time · $60,000–$75,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Build renewal submissions, applications, summaries, and related materials for commercial accounts needing remarketing
- Start renewal activity with carriers and clients, then keep communications moving through completion
- Submit endorsement requests, follow up on loss runs, and explain findings or recommendations to insureds
- Work with underwriters on premiums and investigate information that conflicts with coverage requirements
- Research client questions, resolve service issues, and maintain accurate processing across an assigned book
What you bring
- A business-related bachelor's degree or equivalent insurance-industry experience
- A current resident Property & Casualty insurance license
- Commercial property and casualty account-servicing experience is preferred
- Working ability with Microsoft Office, plus willingness to learn AMS360 and ImageRight
Who this fits
You’ll suit a service-focused insurance professional who can manage several renewal tasks, meet deadlines, and communicate clearly with clients, carriers, and underwriters. The role works within a team on a defined book of business and requires comfort with pressure, time constraints, and detailed follow-through. Hybrid work is available in Berwyn, Pennsylvania, while remote options are offered in Delaware, Florida, Louisiana, New Jersey, Pennsylvania, South Carolina, and Texas.
From the employer
Duties/Responsibilities
- Prepare submission material on all renewal accounts that need remarketing.
- Track expiration listing and independently initiate renewal process with both the carrier and client.
- Prepare renewal applications for client completion via our third-party application platform, manage communication with the client throughout the process of completion.
- Manage carrier and insured communications throughout renewal process.
- Initiate endorsement requests in operating system and submit to carriers.
- Handle questions, research and resolve problems.
- Interact with carriers and internal/external customers to ensure delivery of exceptional Customer service and adherence to policies and procedures.
- Follow up on receipt of loss runs and loss run recommendations, interpreting reports and explaining to insured as needed.
- Conduct negotiations with underwriters regarding policy premiums.
- Engage with underwriters to clarify or challenge information that is incomplete or inconsistent with established knowledge and coverage requirements.
- Prepare executive summaries and various renewal documents for presentation to clients.
- Work in a team environment on a specified book of business.
- Perform other duties as may be required or assigned.
Required Skills/Abilities:
- Bachelor's degree in a business-related program or equivalent experience in the insurance industry
- Proven experience in commercial lines property & casualty account servicing preferred
- A valid resident Property & Casualty insurance license is required
- Proficiency in the use of Microsoft Office Suite
- Knowledge of, or the ability to learn, AMS360 and ImageRight.
- Proactive and eager to gain expertise, market knowledge, and drive to deliver exceptional service
- Knowledge of insurance regulations, industry standards, and compliance best practices.
- Ability to multitask and juggle several responsibilities simultaneously while meeting deadlines.
- Strong written and verbal communication skills
- Excellent organizational skills and attention to detail
- Ability to work in a team environment, with a positive attitude, and willingness to help others.
- Able to work under pressure and time constraints in a fast paced environment
- Salary: $60,000-$75,000 annually
- Health insurance, vision, dental, life insurance, and more. This includes an employer-sponsored HSA, paid coverage for employees, and cost-sharing for families.
- 401K with employer matching.
- PTO and paid holidays to support work-life balance. PTO is based on experience and is expected to increase over time.
- A casual office environment with a dedicated and professional team.
- Hybrid opportunities in Berwyn, PA.
- Remote opportunities in DE, FL, LA, NJ, PA, SC, TX
About Sovereign Insurance Group
Since 1959, Sovereign Insurance Group has been a leader in the nonprofit, commercial property and casualty marketplace. A growing company that has expanded from one location in Southeastern PA to a multi-state organization, we are poised to continue our expansion.
We believe in approaching our clients, our insurance companies, and our employees with humility and always considering the other party's interests above our own. This philosophy guides us in taking our talents, our time, and industry know-how to provide the best overall results we can for our clients.
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