Assistant - Account Manager

Montgomeryville, PA, USA Req #174
Friday, April 21, 2023

PCF Insurance Services is a premier risk management, benefits design, and insurance brokerage services firm ranked #20 on Business Insurance's 2023 Top 100 Brokers and #12 on Insurance Journal's 2023 Top Property/Casualty Agencies. With 3,100 professionals across the U.S., PCF Insurance Services harnesses the power of its Agency Partner network to provide world-class service and unparalleled solutions to its clients. As the #1 Fastest-Growing Company in Utah in 2021, 2022 and 2023 and #247 Inc. 5000 Fastest-Growing Private Companies in America, our commitment to excellence is unmatched. At PCF Insurance Services, we foster a dynamic and inclusive work environment, encouraging growth and innovation while valuing each team member's contributions. Join our exceptional team and help shape the future of the insurance industry.

The Peterman Group (Part of the PCF Network) was founded in 1937, and now with our third generation of leadership. We are focused on providing the best service and attention to both our people and clients!

 

Job Summary:

We are currently hiring an entry level position to assist our Account Management team. Great growth opportunities will be available for the right candidate.

Duties and Responsibilities:

  • Assemble Employee Educational Material for Clients a. Make changes based on feedback from, Account Executive or Account Manager b. Work with clients to review and make changes.
  • Pull client renewal quotes from various carriers.
  • Run quotes for clients with under 50 employees.
  • Quality Assurance.
  • Assist Account Manager with Open Enrollment Elections and changes.
  • Assist with excess adds/terms as needed.
  • Maintain templates for all insurance carriers in all states.
  • Ensure groups’ compliance documents are in place and create where needed.
  • Document systems and procedures.
  • Get Licensed within the first 12 months of starting in position.


Qualifications: 

  • No insurance experience is required. 
  • The ideal candidate would have bachelor’s degree but this is not required. 
  • Would like the candidate to have experience with Office Suite and in Customer Service.

 

Compensation:

  • Competitive and commensurate with experience

 

Schedule:  

  • FT
  • M-F, 8:30 AM to 5:00 PM


Benefits: 

  • Medical
  • Dental
  • Vision
  • Paid Time Off
  • 401K
  • Life Insurance
PCF Insurance Services is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline and termination will be based on merit, qualifications and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. 

Attention Recruitment Agencies: PCF does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of PCF, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting PCF's Talent Acquisition Department.

Other details

  • Pay Type Hourly
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Location on Google Maps
  • Montgomeryville, PA, USA