Account Manager - Personal Lines

About the position

The Personal Lines Account Manager will manage a book of business at an independent insurance agency. The role requires proficiency in agency management software, excellent communication skills, and familiarity with comparative raters. The primary responsibilities include retaining current clients, writing new business that is referred to the agency, and handling customer service requests.

Responsibilities

• Leading renewal process (obtaining quotes, creating proposals, preparing applications, etc.)
• Issuing auto ID cards & certificates of insurance
• Identifying opportunities to enhance coverages
• Inside service including quoting and writing business for new and existing accounts
• Taking payments from customers/upload to appropriate company website
• Handle and oversee account renewals, remarkets, endorsements, billing and claims
• Review accounts for current, accurate coverage and cross selling
• Primary contact for clients
• Answer calls & email inquiries & perform insurance related functions
• Maintaining account files & documentation
• Preparing & submitting policy change requests
• Marketing of Insurance Products

Requirements

• High school diploma or the recognized equivalent, required
• 3-5+ years of related insurance P & C insurance experience, required
• P & C insurance license
• Intermediate knowledge of Microsoft Word, Excel, Outlook and EPIC

Nice-to-haves

• Able to work independently and enjoy a high degree of interaction with team members
• Ability to learn & comprehend multiple carrier/underwriting guidelines
• Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
• Self-motivated and driven
• Maintain a sense of urgency and ability to work with and meet deadlines
• Demonstrates excellent time management and prioritization skills
• The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information

Benefits

• Annual Salary: $60,000 - $65,000