What are the responsibilities and job description for the Personal Lines Account Manager position at AssuredPartners?
Overview
As experts in protecting what matters most to individuals, we’re looking to bring on our next Personal Lines Account Manager to support our Personal Lines department and deliver exceptional solutions to our growing client base.
Our Account Manager will work with and learn from experts in the insurance industry to build an exciting career while helping the world prepare for the unexpected.
As one of the fastest growing insurance brokers in the U.S., we are excited to bring on those interested in developing their career in the insurance industry. Opportunity awaits you with us!
Why This Role?
- High visibility to Senior Leadership – work alongside both Client Services and Agency Leadership who prioritize your learning and development.
- Opportunity for upward movement on our client services team!
- Learn the ropes of Personal Lines and what it takes to successfully support the Sales and Service Teams within this line of business.
What You'll Do
Please note that the duties below can vary based on the workflow of your local office.
- Responds to client requests for policy changes, billing inquiries and verification of coverage. Ensures that these items are given to client in a timely manner.
- Maintains follow-up and suspense files on outstanding orders, correspondence, claims, and renewal expirations. Completes overdue and suspense items.
- Secures documentation needed to be retained by the agency including signed applications, replacement cost estimates, rejection of coverage and confirmation of orders.
- Develops complete client information and applications for new and renewal business. Markets to insurance carriers and prepares proposals. Compares coverage forms with review by Account Executive if needed.
- Prepares Renewal Questionnaire for clients including follow up on responses received.
- Reconciles accounting discrepancies. Follows up on aged trial balances. Involves Producer when necessary.
- Secures Lost Policy Releases and follows through to policy cancellation.
- Other duties as assigned.
- Travel is expected to be 10% in this role.
What You'll Need
- Desire to learn & grow with us
- Strong organization and written/verbal communication skills
- Efficient prioritization and time management skills
- Demonstrated customer service focus
- Proficient in Microsoft Office or similar systems, including spreadsheets, email, word processing, and presentation software
Grow, with us
AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.
We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.
Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.
AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!
