Personal Lines Account Manager Job Description Template
Our company is looking for a Personal Lines Account Manager to join our team.
Responsibilities:
- Build, foster and maintain professional relationships with clients, prospects and carriers;
- Support all initiatives as requested, guided by company values, sales culture, business needs and scorecard;
- check policies/endorsements/audits/EOIs for accuracy;
- prepare quotes and proposals;
- market to carriers;
- manage the entire account-service process;
- maintain renewal controls on expirations and binders;
- coordinate premium financing and the collection of premiums, as needed.
Requirements:
- Precise verbal and written communication skills, even under time constraints;
- Associate’s degree in Business, Bachelor’s preferred;
- Must possess a Property/Casualty License and relevant knowledge of insurance products, documents and usages;
- Manages, organizes, and conducts client meetings when necessary;
- Ensures the accuracy of data in those systems;
- May also negotiate with underwriters and carriers;
- Identifies and follows-up on cross-selling opportunities when appropriate;
- Troubleshoots claims and billing issues;
- Travels on company business as required;
- Responsible for overall retention of accounts in assigned book of business;
- Prepares reports for management as required;
- Attends industry related continuing education training and courses;
- Makes decisions on books of insurance business for which the incumbent is responsible;
- Superior customer service and problem solving skills;
- Ability to work a regular, full-time work schedule at HUB’s facility(s) and ability to travel on business when required.