What are the responsibilities and job description for the Personal Lines Account Manager position at Avenica?
Job Title : Personal Insurance Advisor
Location Options : Shillington, PA | Nazareth, PA | Allentown, PA
Worksite Arrangement : Onsite
Compensation : $55,000-$65,000 Annually
Job Summary :
The Personal Insurance Advisor 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.
ClassHiring
Salary : $55,000 - $65,000
