Account Manager - Personal Lines

Summary The Personal Lines Account Manager services clients by handling new business installations, renewals, and the service needs of clients by performing the following duties. Responsibilities Conducts renewal processes and meetings with Producers Places client calls and provides correspondence Oversees billing for all AB policies and collection alongside Producer Manages policy binding on renewals Prepares submissions for marketing Provides correspondence with carriers and customers for premium bearing change requests and endorsements Addresses and receives non‑renewals with Producers and clients Organizes master certificates and attaches all applicable endorsements Collects LPRs from clients Manages ImageRight documentation and file labeling upkeep Reviews returned policy checklists for changes and processes changes Coordinates all on‑demand and renewal certificate issuance Completes change request ordering from carrier Checks endorsements from carrier for accuracy Processes cancellations (DB non‑pay, LPRs, and non‑renewals) Handles premium bearing change requests and audits Completes MVR requests Orders loss runs when requested Performs other related duties and tasks as necessary or as assigned Requirements High School diploma or equivalent; College degree preferred. Insurance studies and designations are a plus. Active Property and Casualty Insurance License. Minimum 2‑3 years of insurance experience. Excel and PowerPoint experience is a plus. Self‑motivated and able to handle multiple tasks with minimal guidance to meet deadlines. Good oral and written communication skills to articulate key information. Initiative and willingness to take on additional responsibilities. High emphasis on teamwork, collaboration, data analysis, and process innovation. Self‑starter who works with direction and takes ownership of areas of responsibility. Detail‑oriented. #J-18808-Ljbffr