Farm Lines Account Manager

Keystone Agency Partners LLC • Indianapolis, IN

12d • Hybrid

About The Position

McGowan Insurance Group has a concentrated geographic footprint in the Indianapolis, IN area with a diverse offering of property and casualty, commercial and personal lines, bonding, and employee benefits, along with the value-added benefits in regulatory compliance and advisory services. We are a family-owned insurance agency which enables us to have a management structure that attracts and retains our industry’s finest. We are service-driven experts in insurance. We look for value-added services and our advisors to provide our clients with resources to protect their businesses. The culture at McGowan is the backbone of our success. Our deep roots in the community play a major role in our long-standing relationships. We’ve set the precedent on community relations. Giving back to a place that’s given so much to McGowan is a top priority for us. Our employees create an atmosphere to succeed every single day. We deliver results and are driven by passion. We demand a better future for ourselves, our clients and our communities. At McGowan, we’re passionate about our potential and believe everyone should have the tools to reach theirs.

Requirements

• High School diploma or equivalent required
• Current Indiana Property and Casualty License required
• Minimum of 2 years of commercial lines or personal lines account management experience required
• Thorough knowledge of brokerage operations including procedures and applicable insurance laws/codes
• Proficiency with Microsoft 365 applications (Outlook, Word, Excel, OneDrive, Teams, etc.)
• Experience with agency management systems, preferably Applied Epic or AMS360
• Familiarity with carrier rating platforms and proprietary carrier systems
• Excellent time management, organizational and verbal and written communication skills
• High degree of self-motivation and self-direction
• Keen attention to detail
• Ability to maintain confidentiality of client, financial, and employee information
• Must be able to work with occasional instruction and supervision
• Ability to pass a criminal background check, as permitted by law

Nice To Haves

• Associate or Bachelor’s degree preferred
• farm insurance experience strongly preferred

Responsibilities

• Manage and service a portfolio of small farm insurance accounts, including related personal and commercial lines policies, in accordance with agency procedures and service standards.
• Serve as the primary point of contact for clients by responding promptly and professionally to inquiries via phone, email, mail, and in-person visits.
• Analyze client operations, insurance programs, and risk exposures to identify coverage gaps and recommend appropriate insurance solutions.
• Prepare insurance proposals, summaries, schedules, and other account documentation to support new and renewal business.
• Process policy transactions including new business, renewals, endorsements, cancellations, certificates of insurance, evidence of coverage, invoices, and other service requests accurately and timely.
• Maintain complete and accurate client records within the agency management system by documenting all communications, activities, policy changes, and supporting documentation in accordance with agency standards.
• Coordinate with insurance carriers and vendors to ensure policy transactions and service requests are processed accurately and within established timelines.
• Conduct renewal reviews and evaluate client exposures to ensure appropriate coverage while marketing renewal business with carriers as needed to secure competitive coverage and pricing.
• Assist clients with billing inquiries by researching issues, coordinating with carriers, and facilitating timely resolution.
• Support clients throughout the claims process by reporting first notice of loss, monitoring claim activity, coordinating with carriers, and providing ongoing communication until resolution.
• Monitor expiration reports, binders, and accounts receivable to ensure timely follow-up and compliance with agency guidelines.
• Identify opportunities to retain business by addressing cancellation requests, strengthening client relationships, and providing proactive service.
• Contribute to agency growth by identifying account rounding opportunities, cross-selling additional insurance products and services, and requesting referrals from existing clients.
• Maintain current knowledge of insurance products, carrier underwriting guidelines, industry trends, and regulatory requirements through continuing education and professional development.
• Perform other duties as assigned.

Benefits

• Competitive Salary
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

What This Job Offers

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