Personal Lines Account Manager - Hybrid Schedule

University Bank•Pittsfield Charter Township, MI

17h•Hybrid

About The Position

The Personal Lines Account Manager makes changes to customer accounts within carrier guidelines, remarkets current personal lines business when necessary, and rounds existing accounts with additional products to help retain the book of business. The role solicits, refers, and evaluates new insurance clients; obtains and processes information and documentation from carriers; and services existing accounts, including payments, changes, claims, and requotes. The Account Manager reviews personal lines renewals according to agency procedures, evaluates customer inquiries, and follows up with underwriters and customers throughout the renewal process and when changes are needed. The role also maintains activity logs and account records, responds to coverage and claims questions, handles new-business overflow when needed, and assists producers. Other duties include maintaining required disclosures and licensing, attending required meetings and training, and answering telephones as needed. The position is primarily performed in an indoor, climate-controlled office, a private home office, or a combination at management's discretion. The employee may work near coworkers or independently in a quiet environment. Physical requirements include lifting up to 20 pounds, extended periods of sitting, repetitive computer use, travel as needed on a flexible schedule, and extended periods of listening, speaking, and note-taking.

Requirements

High school diploma or equivalent.
Current Property & Casualty Insurance License in the required lines, or ability to obtain the license within 90 days of starting the role.
Ability to maintain and foster positive relationships with customers and business partners.
Complete assigned training in a timely manner.
Professional oral and written communication skills.
Organizational, time-management, and analytical skills.
Ability to communicate and negotiate effectively.
High degree of dependability.
Ability to solve problems effectively.
Strong computer skills, including Excel and Word.
Ability to handle sensitive information and maintain confidentiality of customers' personal information.
Ability to work with minimal supervision.
Ability to lift up to 20 pounds.
Ability to sit for extended periods and perform repetitive computer tasks, including use of a mouse and keyboard.
Ability and means to travel on a flexible schedule as needed.
Ability to engage in extended periods of listening, talking, and note-taking.

Nice To Haves

Three years of personal lines insurance servicing and quoting experience is highly preferred.

Responsibilities

Review all personal lines accounts for renewal according to agency procedures.
Evaluate customer inquiries and determine an appropriate response.
Follow up with underwriters and customers through the renewal process and when changes are needed.
Log activities in the agency management system.
Maintain applicable records, reports, and files.
Answer customer questions about coverage, changes, claims, and related matters.
Round existing customer accounts while servicing clients.
Remarket personal lines customers when requested by the customer.
Handle new-business overflow when needed.
Assist producers when needed.
Maintain required disclosure postings and licensing, including continuing education.
Attend required meetings and training.
Answer telephones as needed.
Perform other duties assigned by management.