Personal Lines Account Manager (JR877)

Personal Lines Account Manager Job Description

The selected employee will provide quality service to assigned personal insurance accounts.

Specific Responsibilities

• Review and analyze personal accounts for coverage, limits, etc., and make appropriate recommendations to clients.
• Develop and maintain relationships with clients to ensure that all service needs are met.
• Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals.
• Gather information from clients and prepare applications regarding new and/or renewal coverage.
• Prepare policy quotes based on client’s needs, rates and coverages.
• Prepare all transactions for assigned accounts, i.e. applications, invoices, forms.
• Maintain the accuracy of data in the agency management system.
• May handle collections of premiums due.
• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
• Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.
• Assist in training of Account Managers
• Other responsibilities as assigned by Manager.

Qualifications

• Excellent organizational, interpersonal, communication skills and ability to work in a team environment

Job Type: Permanent

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Supplemental Pay:

• Bonus opportunities

Work Location: In person