Personal Lines Account Manager
About The Position
This role involves daily account management of an assigned book of business, including policy changes, invoicing, premium breakdowns, ID cards, and responding to policy inquiries. The Account Manager will provide expert advice on coverage options, develop strong client and underwriter relationships, and conduct regular policy reviews to ensure optimal coverage and client satisfaction. Staying updated on industry trends, regulations, and product offerings is crucial, as is collaborating with team members and utilizing agency management systems for accurate record-keeping. The position also requires obtaining documents from company websites, such as renewals and endorsements.
Requirements
- Minimum of 3 years of experience in personal lines insurance.
- Active Property and Casualty insurance license required.
- Strong knowledge of personal lines products and coverage options.
- Excellent communication and interpersonal skills.
- Detail-oriented with strong organizational abilities.
- Ability to work independently and as part of a team.
- Positive attitude and commitment to providing outstanding customer service.
- Eagerness to learn and grow in a fast-paced environment
Nice To Haves
- Experience with AMS 360
- Familiarity with surplus lines markets and placements
Responsibilities
- Daily account management of an assigned book of business including, but not limited to, policy changes, invoicing, premium breakdowns, ID Cards, and responding to policy inquiries.
- Provide expert advice and guidance on coverage options and policy changes.
- Develop and maintain strong relationships with clients and underwriters.
- Conduct regular policy reviews to ensure optimal coverage and client satisfaction.
- Stay updated on industry trends, regulations, and product offerings.
- Collaborate with team members to achieve departmental goals.
- Utilize agency management systems for accurate record-keeping and reporting.
- Obtain documents from select companies’ websites. (e.g. renewals and endorsements).
Benefits
- IRA
- Health insurance
- Paid time off
- Commission pay 50% New/Renewal
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
