Personal Lines Account Manager

Personal Lines Account Manager

The Liberty Company Insurance Brokers and our Partners at The Buren Insurance Group have an exciting hybrid opportunity for a Personal Lines Account Manager commuting to one of our offices in Ashland, Lodi, Richland, or Wooster, Ohio!

In addition to an award-winning company culture, you can expect a competitive salary, generous benefits package, PTO, Holiday pay, employee wellness, and stress relief programs, opportunities to give back to your community, and more!

Position Summary:

Provide prompt, accurate, and courteous service to clients, producers, and company personnel in a professional and positive manner. Handle all tasks associated with obtaining, maintaining, expanding, and servicing existing accounts in accordance with all agency procedures and carrier guidelines. This includes processing applications, policy changes, account reviews and renewal remarkets, up-selling existing policies, and cross-selling new policies. Support company growth by working with producers, management, and other personnel on special projects or duties as directed.

Major Responsibilities:

• Work with Account Executive and/or Department Lead for guidance and training on all aspects of servicing clients.
• Primarily responsible for standard and non-standard Personal Lines accounts.
• Process all applications, policies and endorsements for clients, review for accuracy.
• Update Applied EPIC policy accounts with most current information as received.
• Review renewals for significant changes, alert producer as needed.
• Follow up on notices of non-payment per agency procedures and notify producer of cancelled/expired policies for rewrite.
• Respond to carrier memos and process any necessary updates.
• Prepare and process requests for ID cards, evidence of property, certificates of insurance, and binders.
• Process claim reports according to carrier procedures or forward to Liberty claims dept. as needed.
• Process agency bill renewals & invoicing.
• Review monthly Aged Accounts Receivables Report provided by accounting dept.
• Inform producers of all important activities on their accounts.
• Offer a cross-sell to every client that has only one line of business with the company.
• Quote higher limits and coverages when processing endorsements for potential up-sell.
• Market renewal business as appropriate, alert producer of possible rewrite.

Performance Expectations:

• Service Company and clients in a manner to avoid potential exposure to E&O claims.
• Alert management of incidents that may require management assistance or approval.
• Respond to phone calls and e-mails within acceptable timeframe not to exceed 24 hours.
• Process client requests (e.g. ID cards, certs, binders) within 24 hours of request.
• Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in EPIC
• Utilize Applied EPIC suspense system to follow up on outstanding items in a timely manner to avoid overdue situations.
• Prioritize workload and request assistance as necessary to reduce backlog.
• Participate with management and other departments/personnel on special projects and other duties as needed.
• Keep current on rates, forms and coverage changes through bulletins, trade publications, and seminars.
• Participate in seminars and classes for skill and knowledge development.

Qualifications:

Minimum Qualifications/Requirements:

• Education requirement: High school diploma or equivalent is required, college degree preferred.
• DOI P&C License required.
• Knowledge of Applied EPIC system desirable.
• Good listening skills and attention to detail are important.
• Knowledge of personal lines insurance and products is essential.

Promoting Peace of Mind for All

At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.

HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.

We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.

*Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, §§1033 and 1034 to qualify for that role