What are the responsibilities and job description for the Personal Lines Account Manager/CSR position at Anderson Insurance Associates, Inc.?
Description
*This is an in-office position working from our Pawleys Island office: 11019 Ocean Hwy, Pawleys Island, SC 29585
A Personal Lines Account Manager assists in the production, support and retention of personal insurance accounts. In addition to providing exceptional customer service, additional responsibilities for this position include, but are not limited to:
- Secure and submit required renewal underwriting information
- Renew coverage, remarket/rewrite existing accounts
- Quote and propose expansion business
- Make customer requested changes or cancellations and process related change requests and confirmations
- Receive claims information and report claims to companies
- Make claims follow up with customers
- Advise Clients of coverage and options, soliciting increases in coverage, resolve issues on behalf of the Client and/or Carrier
- Properly document all account activity and client/company communication
Anderson Insurance Associates is an employee-owned organization with over 40 years of service to South Carolina residents. Our benefits for all full-time team members include primary health insurance covered at 100%, Dental, Vision, 401(k) with employer contributions, commission share, profit share, Paid Time Off and sharing in the ownership of our organization.
Requirements
- Preferred five years of practical experience in similar position at an independent insurance agency with underwriting and rating background; must have previous personal Property & Casualty experience
- Requires an ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately
- Must be a self-starter with excellent time management and problem-solving skills
- Must embrace a client-focused, service-driven, team mentality
- Previous working knowledge of Applied/Epic or similar insurance account management software is preferred
Education / Licensing
- High School diploma required; Associate’s and/or Bachelor’s degree is preferred; additional insurance designations (CIC, CISR, etc.) are preferred
- Must have an active South Carolina Property & Casualty license
PM21