Commercial Insurance- Client Specialist

We are looking for a dedicated Commercial Insurance Client Specialist to join our team in our Bensalem office. We take a lot of pride in the relationships we build, and we want someone who feels the same way about helping business owners feel secure and protected. Our office is a welcoming, energetic space where we truly value the input of every team member. You will not just be another employee here; you will be an essential advocate for our clients, helping them navigate the complexities of risk management with confidence. We offer an environment that encourages you to grow, learn, and contribute your unique perspective to our collective success. If you are someone who enjoys solving problems, values genuine human connection, and wants to work for a company that puts integrity at the forefront of every transaction, you will fit right in with us. We cannot wait to see how you help us continue to provide excellent service to our local business community.

Act as a point of contact for our commercial policyholders, ensuring their business insurance needs are fully met.

Review existing policies and recommend coverage updates that align with our clients' evolving risks.

Process renewals, endorsements, and certificates of insurance with accuracy and care.

Collaborate with carriers and underwriters to negotiate terms that best benefit the client.

Document client interactions and changes in our management system to maintain precise records.

Participate in client meetings to explain complex coverage options in plain, accessible language.

Active Pennsylvania Property Casualty Insurance License. Open to the right candidate to get licensed.

Two or more years of experience managing commercial lines accounts.

Familiarity with agency management systems and policy forms.

Clear and professional verbal and written communication skills.

Strong organizational habits and attention to detail.

Professional certification such as CISR or CIC is a significant plus.