Account Manager, Personal Lines
About The Position
Servicing a book of Middle Market clients, this role will serve as a trusted advisor to key client groups by providing strategic and consultative guidance on identified collaborative initiatives, assessment of potential risk profiles and conducting policy audits, proposals and renewals. Your Impact: Build and maintain constructive relationships with customers by meeting and exceeding expectations Actively service/retain existing accounts and develop new business opportunities Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files and AMS accordingly Schedule personal client meetings at annual renewal or more frequently to maintain client contact Support Producers through proposals, suspense, follow-up, etc. to assist clients and achieve agency's business goals. Keep Producers apprised of client status Respond to client inquiries, service requests and claims issues within established timeline
Requirements
- 2 - 4 years’ experience of Personal Lines client management experience
- Valid P&C brokers’ license
- Proficient in insurance agency management systems, AMS360 and Work Smart preferred
- Knowledge of Personal Lines underwriting, coverage, rate analysis, and experience reporting
Nice To Haves
- Industry specific designations preferred – CISR, ARM or similar
Responsibilities
- Build and maintain constructive relationships with customers by meeting and exceeding expectations
- Actively service/retain existing accounts and develop new business opportunities
- Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files and AMS accordingly
- Schedule personal client meetings at annual renewal or more frequently to maintain client contact
- Support Producers through proposals, suspense, follow-up, etc. to assist clients and achieve agency's business goals.
- Keep Producers apprised of client status
- Respond to client inquiries, service requests and claims issues within established timeline
Benefits
- comprehensive risk management advice
- insurance and reinsurance placement
- employee benefits
- private client services
- consulting services
- financial & wealth solutions
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
