Personal Lines Senior Account Manager

Higginbotham•Sherman Oaks, CA

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

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