Account Manager - Personal Lines
Full-time
Legacy Risk Solutions, Llc
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.
- Conducts renewal processes & meetings with Producers
- Places client calls & provides correspondence
- Oversees billing for all AB policies & collection along with Producer
- Manages policy binding on renewals
- Prepares submissions for marketing
- Provides correspondence with carriers and customers for premium bearing change requests/endorsements
- Addresses and receive non renewals with Producers/clients
- Organizes master certificates and attaches all applicable endorsements
- Collects LPR’s from clients
- Manages ImageRight documentation and file labeling upkeep
- Reviews returned policy checklists for changes and processes changes
- Coordinates all on-demand and renewal cert issuance
- Completes change request ordering from carrier
- Processes audits
- Checks endorsements from carrier for accuracy
- Processes cancellations (DB non pay, LPR’s , 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 Accident, Property and Casualty Insurance License.
- Minimum 2-3 years of insurance experience.
- Proficiency in Excel and PowerPoint
- Self-motivated and able to handle multiple tasks with minimal guidance in order 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 and work with direction and taking ownership of areas of responsibility.
- Detail-oriented.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Benefits
- Health, dental, and vision benefits
- Flexible Spending Account and 401k Plan with matching
- Life Insurance, Short & Long Term Disability, Accident, Cancer, etc.
- 8 Paid Holidays Per Year plus your birthday and a day to volunteer
- Generous paid time off package
Worksite Posters Link:
Vacancy posted 1 day ago
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