Personal Lines Account Manager

Job Description

Job Description

Division Summary:

DPI is an independent insurance agency based in Omaha, Nebraska, serving clients across the nation. We offer innovative solutions, unmatched expertise and a dedicated team of professionals who are focused on providing exceptional quality in every faced of the insurance industry, both Property & Casualty and Group Benefits.

Job Summary:

The Personal Lines Account Manager will provide quality service (sales when applicable) to all personal lines Dodge Partners clients. The Account Manager will perform the essential duties of this position, which include assisting the producer(s) in managing a book of business, including new and renewal marketing and placement. The Account Manager will provide direction to the PL-Assistant assigned to the team, to service or market, each account collaboratively, efficiently and timely. The Account Manager will maintain the highest degree of rapport between producer(s), client, carriers and agency personnel.

Essential Functions:

• Demonstrates company core values
• Process change requests accurately and promptly.
• Follow-up on all requests submitted to carriers for completion and accuracy.
• Keep producers informed of important account activities.
• Monitor work and inform management when help is needed.
• Quote new personal lines business for producers using agency resources, technology and carriers
• Remarket existing business based on service team requests or to meet client expectations.
• Maintain good working relationship and process with service team to obtain quality quotes/remarkets.
• Write all types of personal lines business and stay up to date with carriers and industry.
• Process all work timely and according to expectations; maintaining good follow-up with carriers & underwriters.
• Provide comprehensive attention to detail and thorough documentation to support E&O standards.
• Maintain proper documentation/task management in Worksmart customer/prospect file.
• Negotiate with carrier underwriters and company personnel in a timely and professional manner.
• Reasonable and reliable attendance and timeliness when reporting to work and completing work.
• Interacts well with others
• Other job duties as assigned.

Education/Experience/Qualifications:

• High School diploma or equivalent required; Bachelor’s degree preferred.
• A minimum of two (2) year of experience in insurance; extensive knowledge of personal lines coverage and carriers required.
• Nebraska Property & Casualty Insurance License preferred. If hired, most obtain and maintain a license.
• Additional designations a plus.

Required Skills / Abilities:

• Strong proficiency in Microsoft Office products.
• Experience using Agency Management System Software.
• Highly organized with strong time management skills.
• Deadline-driven.
• Excellent written and verbal communication skills.
• Ability to work in a group or independently.
• Excellent prioritization skills, sense of urgency, and ability to work efficiently under time constraints. 
• Strong problem solving and negotiation skills.

Special/Physical Requirements (denote if office, hybrid, remote):

• Office attendance: Hybrid/Remote schedule available once training in successfully completed.
• Some travel opportunities for professional development and industry training.

EEO Statement:  NP Dodge Company/DPI is an equal opportunity employer and provides equal employment and advancement opportunities to all people without regard to race, color, religion, sex, national origin, age, marital status, political beliefs, disability, or history if disability (except where physical or mental abilities are a bona fide occupational qualification) and to promote the full realization of this policy.