Personal Lines Senior Account Manager

Higginbotham•Los Angeles, CA

10h

About The Position

The Personal Lines Insurance Senior Account Manager will be responsible for managing client’s current insurance coverages, marketing new and renewal business, and rounding out client accounts. In addition to client relationships, an Account Manager also maintains positive relationships with internal and external stakeholders.

Requirements

5-8 years of Personal Line Insurance experience required
Active General Lines or Property & Casualty License required
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
Dependability: Acknowledgment of the importance of being present and punctual.
Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Nice To Haves

Designations strongly preferred (i.e. CIC, CPRIA)
Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Responsibilities

Assisting the Personal Lines Sales Producer in maintaining the client's insurance policies
Acts with independent discretion and autonomy. Attends client meetings and influences decision-making on behalf of the insured.
Represents the firm in a professional manner through appearance, communication style, and demeanor
Preparing endorsements to send to the insurance carriers
Assisting with cancellations of policies
Educates clients about coverages and make recommendations as needed to meet client insurance needs
Handles renewals and remarkets as needed. Develop proposals and may present to clients.
Handles or refers insured’s questions or delegates to appropriate team member
Actively refers clients to Benefits and Commercial Lines departments for solicitation of new business
Maintains detailed customer records in the agency management systems (Applied EPIC and CSR 24)
Maintains healthy working relationship with underwriters, carriers and other stakeholders
On occasion, may work with Accounting Department to reconcile accounting discrepancies
Keeps informed regarding industry information, new product information, coverages, and technology to continuously improve knowledge and stay current