Account Manager, Personal Insurance

First Insurance Group•Plano, IL

26d•$45,000 - $55,000•Hybrid

About The Position

Are you looking for? Time back in your day Flexible schedule including work-from-home options Paid time off Fun working environment Tuition reimbursement Growth & development One thing we’re always asking ourselves is: why do people think the insurance industry is “boring?” Spend one day in an Account Manager’s shoes and you’ll find that they are always up for a challenge and love building relationships with our clients while constantly growing and expanding their insurance know-how. We’re currently looking for a Account Manager, Personal Insurance who will work with producers and carriers to provide exceptional service to our clients.

Requirements

A valid Driver’s License and a Resident Property & Casualty Agent’s license (or the commitment to obtain one).
A strong understanding of personal lines insurance products, coverage, and rating procedures.
Excellent communication and organizational skills, with sharp attention to detail and a respect for confidentiality.
Proficiency in Microsoft Office (Word, Excel, Outlook) and general office technology, including computers, phones, and copiers.
Dependable and consistent, with a commitment to professional conduct, adherence to company policies, and maintaining positive working relationships.
High school diploma or equivalent required
3+ years of personal lines or insurance product experience preferred.

Nice To Haves

Professional designations such as AAI, CIC, CPCU, or CISR are preferred.

Responsibilities

Market new and renewal business
Assist in the sales process of personal insurance products
Enter and maintain underwriting and marketing information in appropriate database
Receive, document and process all insureds’, producers’ and insurance companies’ requests for service and submit information to insurance companies in a timely manner
Conduct annual coverage surveys and recommend/sell additional coverage and/or increases in limits
Review new business, renewals and endorsements to ensure items are received as ordered while following agency procedures
Obtain expiration dates for additional policies on all mono-line accounts
Maintain accurate and complete client activity information in the agency management systems
Incorporate the capabilities of the agency management systems into daily workflow
Maintain knowledge of current underwriting and policy provisions, including binding authority, of contracted insurance carriers
Ensure confidentiality is maintained in the collection, maintenance, and dissemination of highly sensitive information, including Protected Health Information (PHI) and credit information
Maintain effective communication with producers to keep them informed of all important activities on respective accounts
Service personal lines accounts in a manner to eliminate gaps in coverage to reduce E&O exposures
Maintain, develop, and pursue technical knowledge through newsletters, bulletins, seminars, trade publications or other educational opportunities
Maintain regular and consistent attendance
Any other special projects and duties as assigned

Benefits

Competitive Pay: We strive to pay our employees a competitive market compensation
Benefits: You’re covered: health, dental, vision, HSA with employer contributions, 401k, employer-paid short-term & long-term disability, life insurance
Dress : Dress for your day – bring your whole self to work so you can be as comfortable at work as you are in your personal life.
Flexibility: Time back in your day? We got you. A 37.5 work week and telecommuting options as well as Freestyle PTO.
Wellness: Stretch away the stress every morning or night with our in-office gym or workout classes. Mental health resources - EAP
Education: Like to go back to school? Learn something new? We’ll provide tuition reimbursement to support you in your goals.
Fun working environment: Who likes a boring working environment? No one. We have plenty of fun with frequent company outings, food days, and fun competitions to name a few!

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