What are the responsibilities and job description for the Account Manager-Personal Lines position at Associated Insurance Management, Inc.?
Associated Insurance Management (AIM) is proudly located in Danville PA and has been faithfully serving the community with all personal lines insurance needs including, home, auto, and more. A pioneering small independent agency, AIM has an exciting and rewarding opportunity as a Personal Lines Account Manager.
Position Summary-The Account Manager serves as the primary business contact for the client providing customer service to accounts as well as representing client needs and goals within the organization.
PRIMARY ROLE:
Day-to-day maintenance and servicing of assigned Personal Lines accounts, Including but not limited to:
- Maintaining a high level of client service and satisfaction
- Marketing & placement of renewal accounts as appropriate
- Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service
DUTIES:
- Support Producers’ sales efforts by handling accounts once bound
- Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client
- Maintain client files and insure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines
- Maintain control of renewal expiration lists, binders, and any aged receivables in accordance with agency guidelines.
- Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines
QUALIFICATIONS & EDUCATION:
- Appropriate State license(s). Minimum 3 years’ insurance brokerage or equivalent experience.
- Extensive knowledge of all lines of personal insurance.
- Thorough knowledge of brokerage operations including claims handling, procedures, personal lines rating, agency management system.
- Experience in operating in electronic environment; excellent automation skills, Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems
- Excellent time management, organizational and verbal and written communication skills
In return, we offer a competitive wage, medical plan through GHP, 401 K Plan, Employer paid Life and Short Term Disability, access to voluntary plans such as additional life, vision, and dental. Vacation time, holidays, and more!