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Description
PURPOSE:
This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.
This opportunity as a Personal Lines Account Manager within the Shepherd family, you will assist insurance advisors in the handling and processing of new and renewal personal lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and servicing personal accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested.
RESPONSIBILITIES:
· Provide positive, prompt, and accurate service to clients.
· Assist in marketing new and renewal business. Evaluate premiums, prepare proposals, presentation packets and maintain underwriting and marketing information by carrier.
· Assist advisors and cross-selling and account rounding.
· Receive phone calls from clients and companies regarding policy coverage, claims or administrative needs: comply with the request and/or refer to the advisor when necessary.
· Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
· Perform other related duties as assigned.
Requirements
· Experience: At least two (2) years’ experience in similar position is desirable.
· Required state licensing certification.
· Education requirement: High school diploma or equivalent (GED) is required. College degree is preferred, not necessary.
· Strong understanding of personal lines insurance coverages, forms, procedures, and policy rating systems.
· Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system.
The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned, but rather to give the associate a general sense of the responsibilities and expectations of the position. As the nature of business demands change, so too may the essential functions of this position.
AMERICANS WITH DISABILITY SPECIFICATIONS
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
Work Environment
Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.
Full Time
Insurance
$77k-104k (estimate)
06/27/2024
08/26/2024
shepherdins.com
CARMEL, IN
100 - 200
1977
Private
JOSEPH GUZMAN JR
$50M - $200M
Insurance
Shepherd Insurance offers insurance products and financial services for individuals and businesses.
The job skills required for Personal Lines Account Manager include Presentation, Customer Service, Account Management, Microsoft Office, PowerPoint, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal Lines Account Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal Lines Account Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Personal Lines Account Manager positions, which can be used as a reference in future career path planning. As a Personal Lines Account Manager, it can be promoted into senior positions as an Account Manager IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Lines Account Manager. You can explore the career advancement for a Personal Lines Account Manager below and select your interested title to get hiring information.
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Quotes from people on Personal Lines Account Manager job description and responsibilities
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Career tips from people on Personal Lines Account Manager jobs
Personal Services refers to buildings used to sell services rather than physical goods.
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