Personal Lines Associate Account Manager

Marsh McLennan•West Chester, PA

16d

About The Position

The Personal Lines Associate Account Manager will be responsible for the retention of existing accounts and production of new personal lines accounts. This person will provide prompt, efficient, high-quality customer service to designated accounts in support of agency and personal line standards and procedures.

Requirements

MUST have previous experience having worked in Personal Lines of Business.
Should have thorough understanding of Personal Lines underwriting and coverages.
Minimum two years’ experience in similar position is desirable or in Customer Service type of role in Personal Lines.
Must have all licenses as required by the State Department of Insurance to discuss and/or sell insurance in states where the agency functions or very close to obtaining license upon acceptance of job offer.
Proficient in Microsoft Office Products including Microsoft Word, Excel, and Outlook.

Nice To Haves

College degree preferred, but not mandatory
Professional Designation is strongly preferred.

Responsibilities

Provide Account Management services to Personal Lines accounts as assigned.
The Associate Account Manager independently manages a book of business that is between 800k and 1.2M in Premium Volume. While managing their book of business this role will also support the team approach of Account Managers as needed.
Responsible for gathering the information and risk management recommendations for designated accounts.
Market new business and existing accounts; determine premiums in comparative rater and company website.
Prepare and present proposals to clients/prospects.
May be asked to provide information and assist Account Manager and or Producer with the sale of the account.
Check in and bill rewritten and new business policies
Perform renewal reviews, check-in renewals, confirm coverages, correct errors if necessary, notify producer or account manager if coverages do not meet agency standards, account rounding opportunities or excessive premium increase.
If necessary, bill renewal on system.
Document system per agency standards
Process and handle all endorsements, billing, new business and processing requests.
Document system per agency standards.
May request assistance from customer service representative.
Receive calls from clients, insurance company representatives and related industries.
Handle and process all requests in conjunction with customer service representative and claims specialist.
Answer questions promptly and efficiently, maintain a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors & omissions claims.
Assist claims department in providing coverage information.
Maintain a good working relationship with insurance companies and representatives that we work with.
Maintain underwriting and marketing information by carrier.
Continuously improve product and coverage knowledge.
Maintain files, applications, document and update agency management per agency standards.
Assist in the maintenance of company intranet and agency management system.
Assume other job responsibilities as assigned by Supervisor, Department Manager or Producer.