Account Manager - PL

Legacy Risk Solutions LLC • Valdosta, GA

4h

About The Position

The Personal Lines Account Manager services clients by handling new business installations, renewals and the service needs of clients by performing the following duties.

Requirements

• Must have a High School diploma or equivalent. College degree preferred.
• Active Property and Casualty Insurance License.
• Minimum 2 years of insurance experience.
• Proficiency in Microsoft Windows, Office 365, Word, and Excel.
• Must have Agency Management System Experience. EPIC experience preferred.
• Self-motivated and able to handle multiple tasks with minimal guidance in order to meet deadlines.
• Excellent oral and written communication skills to articulate key information.
• Initiative and willingness to take on additional responsibilities.
• High emphasis on teamwork, collaboration, data analysis, and process innovation.
• Self-starter and work with direction and taking ownership of areas of responsibility.
• Detail-oriented.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

Nice To Haves

• College degree preferred.
• EPIC experience preferred.

Responsibilities

• Conducts renewal processes & meetings with producers
• Places client calls & provides correspondence
• Oversees billing for all AB policies & collection along with producer
• Manages policy binding on renewals (unless sent to centralized marketing department)
• Prepares submissions for marketing
• Provides correspondence with carriers and customers for premium bearing change requests/endorsements
• Addresses and receive non renewals with producers/clients
• Organizes master certificates and attaches all applicable endorsements (ASM handles all on-demand and renewal cert issuance)
• Collects LPR’s from clients
• Premium bearing audits and large audit increase correspondence with insured/producer
• Manages ImageRight documentation and file labeling upkeep
• Reviews returned policy checklists for changes & send changes to ASM
• The Personal Lines Account Manager performs other related duties and tasks as necessary or as assigned.

Benefits

• Health, dental, and vision benefits
• Flexible Spending Account and 401k Plan with matching
• Life Insurance, Short & Long Term Disability, Accident, Cancer, etc.
• Generous paid time off package

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED