Personal Lines Account Manager

Patra Corporation

88d

About The Position

The Personal Lines Account Manager is a work from home position and serves as the primary contact and liaison with personal line clients; managing the day-to-day servicing and retention. Our commitment is to provide positive and quality customer service in all areas; ensuring timely delivery and accurate work/service. Candidate needs to be a self-starter, well organized, highly detailed, possess excellent written and verbal communication skills along with a solid personal lines insurance knowledge and license.

Requirements

• 3 to 5+ years of Personal Lines Retail Insurance Experience
• Active Property & Casualty Insurance License
• Firm working knowledge of personal lines coverages and services
• Experienced user of Agency Management System and Electronic Document Management
• Be self-starter, creative, and problem solver
• Must be detailed oriented and well organized
• Must have excellent computer / internet skills, proficient in using carrier websites, and proficient in Microsoft Outlook, Excel, and Word as well as Adobe
• Excellent communications and telephone skills a must
• Ability to deliver results to clients through coordinating and managing efforts of others
• Ability to resolve problems independently
• Willingness to continually upgrade knowledge and understanding of the insurance industry as well as technology that is available

Responsibilities

• Provide good customer service
• Service and manage all aspects of personal lines clients
• Promote growth of existing book through account rounding
• Market when necessary on renewal and new business
• Maintain clients / policies in agency management system
• Manage and coordinate processing of all renewals, evidence of insurance, endorsements, audits, cancellations, auto ID cards, binders, summary of insurance, and edits with team
• Inform, educate, and make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs
• Use analytical and critical thinking in work processes and communication skills
• Maintain a paperless workflow
• Protects confidentiality of information
• Other duties as assigned.

Benefits

• Competitive Salary
• Benefits
• PTO

What This Job Offers

• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees