Personal Lines Account Manager

LIBERTY COMPANY INSURANCE BROKERS LLC•Los Angeles, CA

11d•Remote

About The Position

The Liberty Company is seeking an exceptional Personal Lines Account Manager to join their Woodland Hills team remotely. This role involves providing prompt, accurate, and courteous service to clients, producers, and company personnel. The Account Manager will be responsible for obtaining, maintaining, expanding, and servicing existing accounts, including processing applications, policy changes, account reviews, renewal remarkets, up-selling, and cross-selling. The position also supports company growth through collaboration on special projects.

Requirements

High school diploma or equivalent is required.
Active DOI P&C License required or willingness to obtain one within 90 days of employment.
Ability to work 8am - 5pm Pacific Time hours.
Knowledge of AMS360 and/or EPIC agency management system.
Good listening skills, attention to detail, and a positive attitude are essential.
Service Company and clients in a manner to avoid potential exposure to E&O claims.
Respond to phone calls and e-mails within an 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 AMS360 or Epic.
Utilize AMS360 or 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.

Nice To Haves

College degree preferred.
Knowledge of commercial insurance and products a huge plus.

Responsibilities

Process all applications, policies, and endorsements for clients, reviewing for accuracy.
Update policy accounts with the most current information as received.
Review renewals for significant changes and alert the producer as needed.
Follow up on notices of non-payment per agency procedures and notify the producer of cancelled/expired policies for rewrite.
Respond to carrier memos and process 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 the Liberty claims department as needed.
Process agency bill renewals & invoicing.
Review the monthly Aged Accounts Receivables Report provided by the accounting department.
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, alerting the producer of possible rewrite.
Keep current on rates, forms, and coverage changes through bulletins, trade publications, and seminars.
Participate in seminars and classes for skill and knowledge development.