Personal Lines Account Manager

Keystone Agency Partners LLC • Lafayette, IN

3d • Onsite

About The Position

McGowan Insurance Group is a family-owned insurance agency with a strong presence in the Indianapolis, IN area. They offer a diverse range of insurance products and services, including property and casualty, commercial and personal lines, bonding, and employee benefits. The company prides itself on its service-driven approach, community involvement, and a culture that fosters success and passion among its employees. They are committed to providing clients with resources to protect their businesses and believe in empowering individuals to reach their potential.

Requirements

• Current Indiana Property and Casualty License required
• Experience servicing personal lines insurance accounts
• Thorough knowledge of brokerage operations including procedures and applicable insurance laws/codes
• Experience operating in an electronic environment using tools such as Microsoft 365 (Outlook, Word, Excel, OneDrive, Teams, etc.), agency management systems (preferably AMS360 or Applied Epic), and carrier proprietary systems
• Excellent time management, organizational and verbal and written communication skills
• High degree of self-motivation and self-direction
• Keen attention to detail
• Confidentiality of financial, employee, and customer information
• Must be able to work with occasional instruction and supervision
• Ability to pass a criminal background check, as permitted by law

Responsibilities

• Support Producers’ sales efforts by handling accounts once bound.
• Perform annual reviews and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from customers.
• Maintain customer files and ensure proper documentation by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines.
• Maintain control of renewal expiration lists, binders, and any aged receivables in accordance with agency guidelines.
• Respond to customer inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines.
• Review all items to be processed, to ensure items were received as ordered.
• Participate in courses for insurance/sales skills. Maintain current knowledge of underwriting requirements of carriers. Keep current with industry trends by reading appropriate journals and company bulletins.
• Participate in any special projects at management’s request.

Benefits

• Competitive Salary
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

What This Job Offers

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