What are the responsibilities and job description for the Account Manager position at Avenica?
Job Title : Account Manager
Location Options : Shillington, PA Nazareth, PA Allentown, PA
Worksite Arrangement : Onsite
Compensation : $65,000-70,000 Annually
Job Summary :
The Personal Lines Account Manager will be responsible for managing existing client policies, processing renewals and rewrites, and providing exemplary customer service. This position will require the ability to market cross-sell and up-sell insurance products, educate clients on coverage options, and maintain accurate and up-to-date records in the agency management system. The ideal candidate will possess a solid understanding of personal lines underwriting, strong communication skills, and a keen attention to detail.
Key Responsibilities :
Client Management & Service :
Handle existing client processes, including renewals and rewrites.
- Provide in-house customer service and respond to client inquiries regarding insurance policies, claims, and coverage.
Cross-Selling & Up-Selling :
Market existing business for cross-sells and up-sells, transferring cross-sell opportunities to the Personal Insurance Producer.
Policy & Documentation Management :
Input customer applications into the agency management system from carrier rating applications and manually entered policies (99% of policies are downloaded via IVANS).
Renewal Process & Pricing Adjustments :
Monitor renewal process, verifying that policies are renewed, rewritten, or updated in AMS360.
Client Communication & Follow-Up :
Receive and respond to client calls regarding insurance, claims, evidence of insurance, or policy issues.
Carrier Interfacing & Correspondence :
Manage carrier relationships and ensure compliance with agency standards.
Claims & Documentation Maintenance :
Provide new claims clients with adjuster contact information through email or postcard.
Special Projects & Ad-Hoc Duties :
Perform special projects as assigned by management.
Qualifications :
Experience & Skills :
Minimum of 2 years' experience in a similar personal lines insurance position is desirable.
Technical Skills & Attention to Detail :
Proficiency in computer applications and accurate data entry is essential.
Compensation & Benefits :
Competitive salary based on experience, with opportunities for performance-based incentives and a comprehensive benefits package.
Upon completing the application, you will be prompted to complete our HAALO assessment. HAALO is simply a way for us to understand your preferences, behaviors, and work styles. The assessment is a required step to complete this application.
By submitting an application to Avenica, you are agreeing to be contacted via SMS text messages and email.
Salary : $65,000 - $70,000
