What are the responsibilities and job description for the Account Manager Personal Lines Insurance position at AssuredPartners?
**Protecting What Matters Most to Individuals**
We are seeking an Account Manager to support our Personal Lines department and deliver exceptional risk management solutions to our growing client base.
The successful candidate will partner with our sales team to facilitate day-to-day management of current clients' insurance programs, helping the world prepare for the unexpected.
About AssuredPartners
As a leading independent insurance broker, we are passionate about fueling our clients' innovation and growth. Our dynamic work environment is perfect for creative and ambitious individuals who want to grow their career while helping businesses, families, and people thrive.
Account Management Responsibilities
- Maintain accurate client information to provide day-to-day client support and address intermediate-level client inquiries while delivering exceptional customer care.
- Evaluate accuracy of account information for new and renewal policies in accordance with client requests, process change requests and endorsement checking, and address proper exposures for policy rating.
- Complete coverage reviews and gap analysis, and accurately transact agency bill policies.
- Review all accounts receivable and policy cancellation notices according to Agency procedures, recognizing that timely processing is essential.
- Secure documentation needed to be retained by the agency, including signed applications, replacement cost estimates, rejection of coverage, and confirmation of orders.
Client Support and Services
Our Account Manager will:
- Provide expert advice on available personal lines coverages based on business and industry.
- Deliver exceptional client service through electronic, telephone, and in-person interaction.
- Utilize Agency Management software or demonstrate the ability to quickly learn new systems.
- Apply Microsoft Office or similar software skills, including spreadsheet and presentation software.
Benefits and Career Growth
We offer:
- A generous 30 Days Comprehensive Paid Time Off Package, inclusive of Paid Time Off, Company Holidays, Floating Holidays, Sick Days, and Volunteer Days.
- Five affordable medical plan options, with company-paid HSA contribution and eligible HSA plan selection.
- Dental plan options offering orthodontia coverage and cleanings per year.
- Vision plan options.
Support your fitness wellness goals and advance your career with us. We prioritize learning and development, working alongside Client Services, Sales, and Agency Leadership.
