Personal Lines Account Manager

Sanford and Tatum a division of Heritage Risk Management, an Alera Group LLC, is looking to add a Personal Lines Account Manager to our team!

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?  Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success. 

If that is what you’re looking for, this is your chance to be part of an amazing organization!

At Sanford & Tatum, we take pride in the fact that we’ve always been trailblazers within the risk management industry. As an independent agency based in Lubbock, TX, we have the freedom to choose our own path. For us, that means working very closely with our clients to craft personalized solutions instead of seeing them just as insurance policies.

The fact is, we put a higher value on relationships than anything else. Our focus is on protecting the people and businesses we serve from risk so they can rest easy knowing they’re well covered against losses – both today and tomorrow. More than anything, we want to be valued partners who work hard to earn the trust and confidence of our clients every day. It’s about keeping their best interests at heart. It’s about demonstrating a higher level of caring.

As a Personal Lines Account Manager at Sanford and Tatum, you will play a vital role in supporting our producers in the handling and processing of new and renewal personal lines business. Additionally, you will be responsible for delivering top-tier customer service to clients, as assigned and upon request.

• Provide advice and counsel on personal lines matters to clients within an assigned personal lines book of business.
• Meet daily servicing needs of our clients.
  
• Ensure maximum retention of assigned personal lines book of business, and work pro-actively to re-market policies whenever appropriate.
• Provide outstanding customer experience to the client through communication and willingness to help.
• Maintain renewal and expiration lists for client policies.
• Complete quotes on renewing insurance policies through an online rating tool or carrier websites.
• Round out monoline accounts by offering quotes for additional lines of business.
• Create auto ID cards.
• Run various reports, scanning, processing of policies and policy changes.
• Maintain relationships with carrier underwriters.
• Be familiar with and follow agency E&O guidelines.
• Maintain electronic and/or paper files in an orderly, up-to-date manner.
• Perform special projects or other duties at management’s request.

• Must be a self-starter, imaginative and creative with good communication skills both verbal and written.
• Strong attention to detail is necessary.
• Must project a positive attitude, be approachable, and exhibit a professional appearance, manner, and demeanor.
• The candidate must maintain an organized work environment and perform basic math skills (addition, subtraction, multiplication & division).
• Prior insurance experience is required and a working knowledge of AMS360 is a plus.
• Candidate must have a General Lines Property & Casualty insurance license per state requirements.
• Candidate must possess a 'team' mentality and display the ability to successfully work within a team structure.
• Minimum two years experience in a similar position is desirable.

We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

#LI-KC1