Personal Lines Account Manager

ALKEME Insurance•Chandler, AZ

2d•Onsite

About The Position

The primary function of the Personal Lines Account Manager is to meet the overall insurance needs of our clients. The Personal Lines Account Manager must provide prompt, accurate, professional service to our clients and company personnel in order to maintain and grow our personal lines book of business.

Requirements

College education with a minimum of 3 years insurance experience or a minimum of 5 years insurance experience.
Must hold a valid Property Casualty Broker-Agent license.
Ability to communicate effectively, both verbally and in writing, with others to explain complex issues, receive and interpret complex information, and respond appropriately.
Knowledge of insurance products and usages.
Knowledge of insurance markets and reference to markets.
Ability to carry out complex tasks with many concrete and abstract variables.
Prolonged periods of sitting at a desk and working on a computer.
Must be able to pull or lift up to 15 pounds at times.

Responsibilities

Handle complex accounts.
Order and process renewal and change requests with an emphasis on Personal Lines Insurance Risk Management.
Prepare review letters on an annual basis, offering recommendations to clients based on analysis of clients insurance needs.
Assist clients with reporting claims.
Maintain accurate and current detailed information in the Applied EPIC system.
Work to ensure that the agency goal of 95% retention is met.
Act proactively to market renewals, identify gaps or new available discounts, follow up on outstanding billing notices, cancellations, and Broker of Record letters.
Actively solicit and process additional lines of coverage for all accounts both new and existing book of business.
Provide basic information on all personal lines of insurance and direct clients accordingly.
Maintain a courteous and effective relationship with clients, co-workers, Carriers, COI’s and other business contacts.
Share knowledge and skills with others.
Keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
Utilize good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.