What are the responsibilities and job description for the Personal Lines Account Manager position at BPA?
successful Personal Lines Account Manager excels in both oral and written communication, engaging effectively with customers and colleagues. They possess a deep understanding of insurance products and carriers and approach their work with meticulous attention to detail. This candidate thrives in a self-directed environment, demonstrating strong decision-making and negotiation skills in fast-paced settings. Their adept time management and multitasking abilities enable efficient handling of responsibilities, allowing them to prioritize tasks and pursue new sales opportunities while nurturing existing client relationships for measurable growth. They embody a front-line, customer-service-oriented personality characterized by friendliness, approachability, and a positive, cooperative attitude, fostering strong relationships with stakeholders.
Job Responsibilities:
Prepare and present complete and competitive insurance quotes, subject to agency and company procedures
Bind coverage with carriers subject to carrier guidelines and complete policies for issuance
Run, convert to excel, and work from an Expiration list to proactively conduct monthly account reviews for your book of business to improve retention, enhance client coverages, and to sell additional lines of coverage, including Life Insurance
Complete revenue report in excel tracking new and lost business
Submit claims to the carriers for clients and follow up on those claims
Build and maintain rapport with co-workers, clients, and company personnel
Maintain underwriting and company knowledge by attending training with carriers and vendors within the industry
Accept client payments
Open Mail/date stamp and hand off to rating or processing
Print certificates of insurance for personal and commercial lines
Maintain small book of business, account round where applicable
Maintain front desk, client waiting area and conference room for meetings. i.e. coffee, water, refreshments, candy for dish up front, food for meetings
Manage walk in clients and process quick and simple change requests such as adding a vehicle, etc
Identify accounts set up for non-renewal and connect with customer/company to discuss
Required Qualifications
Possesses High School diploma or equivalent
Holds a property/casualty agent's license
Has three or more years or more of insurance experience.
Has ability to perform multiple tasks in a complex working environment efficiently
Possesses an energetic, supportive, and responsive manner with external customers
Will begin working on insurance designation within 6 months of beginning employment
Will pursue continued education from the Society of CIC towards a C.I.S.R. or C.I.C. designation
Preferred Skills:
Actively supports and incorporates company mission and core values into daily activities
Maintains a positive and respectful attitude with colleagues
Works as a team member to achieve department goals and overall company goals
Demonstrates positive customer service skills, internally and externally, with effective communication, respect, and integrity
Maintains confidentiality of all information related to clients, customers, employees, carriers, or as appropriate, other information
Consistently reports to work on time prepared to perform duties of position
Job Type: Full-time
Ability to Commute:
- Kingsley, MI 49649 (Required)
Ability to Relocate:
- Kingsley, MI 49649: Relocate before starting work (Required)
Work Location: In person
