Personal Lines Account Manager

Personal Lines Account Manager

The Personal Lines Account Manager works to maintain a high level of customer service to retain established accounts and to solicit new business as opportunity presents itself.

The essential functions include, but are not limited to the following:

• Establishes and maintains a positive and team-oriented relationship with colleagues.
• Adhere to company policies and procedures for workflow and documentation.
• Develop relationships with current and potential clients, maintain a professional connection between clients, the agency and company underwriter.
• Serve as point of contact between current and potential clients and United.
• Review and process mail using personnel and procedures in place for support.
• Respond to daily telephone calls and requests for: ID cards, Binder, BOR, cancellations and reinstatements.
• Request policy amendments.
• Promote and market new business and policy renewal. This includes preparation of application, rating and forwarding to designated companies, for the correct placement and coverage for each risk. Information is then communicated to the insured or prospective client.
• Preparation of new business or renewal proposals as needed.
• Perform consultative and servicing activities to customers regarding policies, costs, consequences, and obligations. Determine solutions based upon industry knowledge and previous client interactions.
• Keep records of client activity documenting file within Epic with details for follow-up.
• Check the monthly renewal list which includes review of renewal policies, making any changes on coverages as appropriate. This also includes follow-up to the company for any policies not received by renewal date.
• Grow book of business through referrals/account rounding/cross selling
• Work with Accounting Department regarding agency billed policies.
• Participate in educational seminars or workshops to emphasize improvement in customer service and sales.
• Meet or exceed expectations of job responsibilities.
• Performing other duties as assigned

Requirements

• State P&C license required, with 1-5 years of experience required.
• High school diploma or equivalent required.
• Designation(s) preferred, not required.
• Prior experience with Epic preferred.
• Ability to multi-task
• Self-motivated
• Proficient in Microsoft Office, specifically Excel, Word, and PowerPoint
• Excellent oral and written communication skills
• Excellent customer relationship skills
• Positive, friendly, and professional attitude

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or listen. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand, walk, sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.