Personal Lines Account Manager
About The Position
The Personal Lines Account Manager is responsible for making changes to customer accounts within carrier guidelines. Remarket current personal lines business when necessary. Round current accounts with additional products to help retain book of business. Solicit, refer, and evaluate new insurance clients. Obtain and process information/documentation from carriers. Service existing accounts including but not limited to payments, changes, claims, and requotes. Summary of Essential Job Functions Renewal Reviews of all personal lines accounts based on agency procedures. Evaluate customer inquiries to make an informed decision. Follow up with underwriter and customer through renewal process and with changes. Log all activities in agency management system. Maintain records, reports, and files as applicable. Answer customer inquiries regarding coverage, changes, claims, etc. Round current customers accounts when servicing the client. Remarketing Personal customers when requested by customer. Handle overflow of new business when needed. Assist Producer(s) when needed. Other Job Functions Maintain required disclosure postings and licensing (continuing education, etc.) Attend all required meetings/trainings. Answer telephones as needed. All other duties as assigned by management.
Requirements
- High school diploma or equivalent required.
- 3 years of previous personal lines insurance servicing & quoting experience highly preferred.
- Current Property & Casualty Insurance License in required lines (or ability to obtain license within 90 days of obtaining role).
- Maintain & foster positive relationships with customers and business partners.
- Complete all assigned training in a timely manner.
- Provide professional communication in both oral & written expression.
- Excellent organizational, time management & analytical skills.
- Able to communicate and negotiate effectively.
- High degree of dependability.
- Able to effectively problem solve.
- Strong computer skills required such as Excel and Word.
- Excellent time management skills.
- Ability to handle highly sensitive information, maintaining confidentiality of customers personal information.
- Ability to work with minimal supervision.
Responsibilities
- Making changes to customer accounts within carrier guidelines
- Remarket current personal lines business when necessary
- Round current accounts with additional products to help retain book of business
- Solicit, refer, and evaluate new insurance clients
- Obtain and process information/documentation from carriers
- Service existing accounts including but not limited to payments, changes, claims, and requotes
- Renewal Reviews of all personal lines accounts based on agency procedures
- Evaluate customer inquiries to make an informed decision
- Follow up with underwriter and customer through renewal process and with changes
- Log all activities in agency management system
- Maintain records, reports, and files as applicable
- Answer customer inquiries regarding coverage, changes, claims, etc.
- Round current customers accounts when servicing the client
- Remarketing Personal customers when requested by customer
- Handle overflow of new business when needed
- Assist Producer(s) when needed
- Maintain required disclosure postings and licensing (continuing education, etc.)
- Attend all required meetings/trainings
- Answer telephones as needed
- All other duties as assigned by management
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
