Personal Lines Account Manager

Account Manager - Personal Lines

The primary function of the Personal Lines Account Manager is to meet the overall insurance needs of our clients. The Personal Lines Account Manager must provide prompt, accurate, professional service to our clients and company personnel in order to maintain and grow our personal lines book of business.

Major Responsibilities:

• Service
• Ability to handle complex accounts.
• Ordering and processing renewal and change requests with an emphasis on Personal Lines Insurance Risk Management.
• Prepares review letters on an annual basis, offering recommendations to clients based on analysis of clients insurance needs.
• Assists clients with reporting claims.
• Maintain accurate and current detailed information in the Applied EPIC system.

• Retention
• Works to ensure that the agency goal of 95% retention is met. Acting proactively to market renewals, identify gaps or new available discounts, following up on outstanding billing notices, cancellations, and Broker of Record letters.

• Account Rounding
• Actively solicits and processes additional lines of coverage for all accounts both new and existing book of business.
• Available to provide basic information on all personal lines of insurance and directs clients accordingly.

• Teamwork
• Maintains a courteous and effective relationship with clients, co-workers, Carriers, COI's and other business contacts.
• Ability to share knowledge and skills with others.

• Personal and Organizational Development
• Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
• Utilizes good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.

Required Skills/Abilities:

• College education with a minimum of 3 years insurance experience or a minimum of 5 years insurance experience.
• Must hold a valid Property Casualty Broker-Agent license.
• Ability to communicate effectively, both verbally and in writing, with others to explain complex issues, receive and interpret complex information, and respond appropriately.
• Knowledge of insurance products and usages.
• Knowledge of insurance markets and reference to markets.
• Ability to carry out complex tasks with many concrete and abstract variables.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to pull or lift up to 15 pounds at times.

Compensation:

• Compensation range is based on working in-office in the state in which the position resides

Reasonable accommodations may be made to assist individuals with disabilities to perform the essential job functions.