Personal Lines Account Manager

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.