Account Associate

Employment Type

: Full-Time

Industry

: Accounting



Job Description

Marketing Statement

Philadelphia Insurance Companies, a member of the Tokio Marine Group, designs, markets and underwrites commercial property/casualty and professional liability insurance products for select industries. We have been in operation since 1962 and are nationally recognized as a member of Ward's Top 50 and rated A++ by A.M.Best.

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Duties

We are looking for a Account Associate to join our team

Summary -

Working under the direct supervision of the Account Associate Supervisor or Regional Account Manager, supports the new business or renewal production goals of an assigned territory via interaction with agents, Marketing Representatives, policyholders, Underwriters and other internal and external customers.


A typical day will include the following:

Facilitates price and coverage review with agent and UW. Reviews binding conditions to insure all are met prior to making decision to bind account and send confirmation of coverage/including making determination if able to Bind Awaiting.

Maintains documentation of account file to meet compliance and internal quality control requirements.

Reviews and pre-qualifies all new business submissions for completeness based upon guidelines set forth in the Product Prequalification Guidelines or analyzes renewal documents received for accuracy and acceptability. Reaches out to agents to discuss any changes in exposure, and determine potential competition, pricing or coverage issues that may arise during the course of the renewal.

Utilize pipeline reports to insure need-by dates are met and applies discretion in prioritizing accounts.

Obtains Tier 1 UW Authority which is non premium based and maintains associated quality standards and proficiency.

Maintains knowledge of new and existing products and applies judgment by soliciting cross sell opportunities and rounding out accounts

Proactively facilitates conversations with agent, UW, and Marketing as needed based upon initial assessment of new business submission or renewal status.

Reviews quote to ensure pricing and coverage is in line with company rate goals based upon knowledge of competition. Calls agent to review proposal and discuss potential changes and/or presentation requirements for their meeting with agents, i.e. Risk Management opportunities, billing options, PHLY.com self-service options.

Demonstrates Billing Center proficiency.

Establishes and maintains relationships with Agents / Brokers to facilitate new business or renewal processing in accordance with company underwriting guidelines.

Conducts AM Connect agency visits with PIC, UW, or RAM, and attends Agent Summits/Conventions/Product Fairs.

Qualifications

Required:
•High School Diploma or equivalent
•Strong customer service skills
•Excellent organizational and time management skills
•Results oriented and demonstrate a strong sense of urgency
•Strong PC skills

Preferred:
•Experience servicing commercial insurance accounts
•Property & Casualty License

EEO Statement

Tokio Marine Group of Companies (including, but not limited to the Philadelphia Insurance Companies, Tokio Marine America, Inc., TMNA Services, LLC, TM Claims Service, Inc. and First Insurance Company of Hawaii, Ltd.) is an Equal Opportunity Employer. In order to remain competitive we must attract, develop, motivate, and retain the most qualified employees regardless of age, color, race, religion, gender, disability, national or ethnic origin, family circumstances, life experiences, marital status, military status, sexual orientation and/or any other status protected by law. 


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