Personal Lines Account Manager

Higginbotham • Marietta, GA

2d

About The Position

The Personal Lines Insurance Account Manager manages a book of insurance business, markets new and renewal business, and rounds out client accounts. The role maintains positive relationships with clients and internal and external stakeholders, and assists the Personal Lines Sales Producer in maintaining clients’ insurance policies. The position has no supervisory responsibilities.

The Account Manager processes policy endorsements and assists with cancellations; educates clients about coverage and recommends options to meet their insurance needs; manages renewals and remarketing; develops proposals and may present them to clients; and handles, refers, or delegates insureds’ questions. The role also refers clients to Benefits and Commercial Lines for potential new business, maintains detailed records in agency management systems, and builds working relationships with underwriters, carriers, and other stakeholders. It may involve working with Accounting to reconcile discrepancies. The Account Manager keeps current on industry information, products, coverage, and technology.

The position requires 3–5 years of Personal Lines Insurance experience and an active General Lines or Property & Casualty License. High-net-worth client experience, insurance designations, and Applied Epic experience are preferred. Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook is required; experience with a similar account management system is acceptable.

Requirements

• 3–5 years of Personal Lines Insurance experience.
• Active General Lines or Property & Casualty License.
• Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook.
• Ability to lift 25 pounds.
• Repeated use of sight to read documents and computer screens.
• Repeated use of hearing and speech to communicate by telephone and in person.
• Repetitive hand movements, including keyboarding, writing, and 10-key use.
• Ability to walk, bend, sit, reach, and stretch in all directions.
• Strong problem-solving, attention to detail, communication, timely task completion, collaboration, client focus, dependability, creative thinking, organizational skills, and adaptability.

Nice To Haves

• Experience with high-net-worth clients.
• Insurance designations such as CISR, CIC, or CPRIA.
• Applied Epic experience; knowledge of a similar Account Management System is acceptable.

Responsibilities

• Assist the Personal Lines Sales Producer in maintaining clients’ insurance policies.
• Prepare endorsements to send to insurance carriers.
• Assist with policy cancellations.
• Educate clients about coverage and make recommendations to meet their insurance needs.
• Handle renewals and remarket policies as needed; develop proposals and potentially present them to clients.
• Handle insureds’ questions, refer them to others, or delegate questions to the appropriate team member.
• Refer clients to Benefits and Commercial Lines departments for solicitation of new business.
• Maintain detailed customer records in agency management systems.
• Maintain productive working relationships with underwriters, carriers, and other stakeholders.
• On occasion, work with the Accounting Department to reconcile accounting discrepancies.
• Keep informed about industry information, new products, coverage, and technology.
• Manage a book of insurance business, market new and renewal business, and round out client accounts.
• Maintain positive relationships with clients and internal and external stakeholders.

Benefits

• Medical, dental, vision, and prescription drug coverage.
• 401K.
• Equity incentive plan.
• Supplemental benefits for physical, emotional, and financial wellbeing.
• Company-paid holidays.
• PTO.
• Employee wellness program.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed