Personal Lines Account Manager

LIBERTY COMPANY INSURANCE BROKERS LLC • Gainseville, FL

11d • Remote

About The Position

At The Liberty Company, we believe work should feel meaningful, supportive, and energizing. We’re redefining what it means to build a career in insurance by putting people, purpose, and possibility at the center of everything we do. If you’re looking for a place where collaboration is genuine, growth is encouraged, and your work truly matters, you may have just found your JOB—your Joy of Being. We offer competitive compensation, a robust benefits package, paid time off, holiday pay, continued education support, and company-sponsored programs to promote stress management and community involvement. We’re searching for an exceptional Account Manager for personal lines clients to join our growing team remotely in our Saraniti office located in Lorain, OH. If you’re a great culture fit and this role sounds like your next step, we’d love to hear from you!

Requirements

• High school diploma or equivalent is required
• Must be located in Ohio
• DOI P&C License required
• Good listening skills and attention to detail are important
• Knowledge of personal lines insurance and products is essential
• Qualified applications with arrest or conviction records WILL be considered for employment.
• For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, §§1033 and 1034 to qualify for that role

Nice To Haves

• college degree preferred
• Knowledge of Applied EPIC system desirable

Responsibilities

• Provide prompt, accurate, and courteous service to clients, producers, and company personnel in a professional and positive manner.
• Handle all tasks associated with obtaining, maintaining, expanding, and servicing existing accounts in accordance with all agency procedures and carrier guidelines.
• Process applications, policy changes, account reviews and renewal remarkets, up-selling existing policies, and cross-selling new policies.
• Support company growth by working with producers, management, and other personnel on special projects or duties as directed.
• Work with Account Executive and/or Department Lead for guidance and training on all aspects of servicing clients.
• Primarily responsible for standard and non-standard Personal Lines accounts.
• Process all applications, policies and endorsements for clients, review for accuracy.
• Update Applied EPIC policy accounts with most current information as received.
• Review renewals for significant changes, alert producer as needed.
• Follow up on notices of non-payment per agency procedures and notify producer of cancelled/expired policies for rewrite.
• Respond to carrier memos and process any necessary updates.
• Prepare and process requests for ID cards, evidence of property, certificates of insurance, and binders.
• Process claim reports according to carrier procedures or forward to Liberty claims dept. as needed.
• Process agency bill renewals & invoicing.
• Review monthly Aged Accounts Receivables Report provided by accounting dept.
• Inform producers of all important activities on their accounts.
• Offer a cross-sell to every client that has only one line of business with the company.
• Quote higher limits and coverages when processing endorsements for potential up-sell.
• Market renewal business as appropriate, alert producer of possible rewrite.
• Service Company and clients in a manner to avoid potential exposure to E&O claims.
• Alert management of incidents that may require management assistance or approval.
• Respond to phone calls and e-mails within acceptable timeframe not to exceed 24 hours.
• Process client requests (e.g. ID cards, certs, binders) within 24 hours of request.
• Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in EPIC.
• Utilize Applied EPIC suspense system to follow up on outstanding items in a timely manner to avoid overdue situations.
• Prioritize workload and request assistance as necessary to reduce backlog.
• Participate with management and other departments/personnel on special projects and other duties as needed.
• Keep current on rates, forms and coverage changes through bulletins, trade publications, and seminars.
• Participate in seminars and classes for skill and knowledge development.

Benefits

• competitive compensation
• a robust benefits package
• paid time off
• holiday pay
• continued education support
• company-sponsored programs to promote stress management and community involvement

What This Job Offers

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