Personal Lines Account Manager (58392)

First State Community Bank•Columbia, MO

13d•Onsite

About The Position

First State Insurance Agency is seeking a Personal Lines Account Manager focused on building relationships through amazing service and communication skills. The ideal candidate will have a passion for helping customers become educated when making insurance-buying decisions and will maintain a strong working relationship with producers. This role involves coordinating with other departments, analyzing existing coverages, preparing applications for marketing, and documenting all transactions.

Requirements

Strong computer skills showing proficiency in Microsoft Office.
3 to 4 years' industry specific experience preferred.
Willingness to pass/maintain Commercial Lines Insurance License.
Exceptional written and verbal communication and customer service skills.
Strong sense of punctuality & attendance.
Should be open-minded, a fast learner, enthusiastic, and adaptable.

Nice To Haves

Insurance designations a plus: CISR, CIC, CPCU, CLU, etc.

Responsibilities

Build customer relationships with a sense of responsiveness and urgency.
Maintain confidentiality in all dealings with clients and within the agency.
Coordinate with other departments for soliciting additional coverage not carried by the agency.
Deliver renewal information to producers and account managers on a timely basis (30 days prior to renewal).
Assist Senior AM in reviewing and updating all monthly reports distributed by accounting.
Review and analyze existing coverages on expiring policies to determine unprotected or inadequately protected exposures.
Work with producer to prepare updated applications and submit to carriers for marketing for both new business and renewals as instructed.
Provide direction to CSR on the preparation of policies for delivery per instruction from Producer or Senior AM.
Document all transactions, activities and communications in management system.
Handle customer and underwriting inquiries.
Notify producer of important changes/issues and determine with producer if you or the producer should communicate or obtain needed information with/from a client or underwriter.
Obtain and review information concerning coverages desired from producers and clients on renewal.
Provide direction to CSR if needed to key into management system.