What are the responsibilities and job description for the Personal Lines Account Manager position at Craig Bradford Associates?
Comp: Base Salary: $65K to $85K depending on experience
Position Summary:
This position is responsible for servicing P&C Personal Lines clients and marketing efforts for P&C Personal Lines prospects.
Essential Duties and Responsibilities:
• Provides customer service for P&C Personal Lines clients and prospects
• Conducts regular follow-ups with underwriters as it pertains to the submission status
• Assembles proposals
• Tracks and completes all renewals
• Responsible for all client service work to include Endorsements, auto ID cards, insurance summaries, policy processing and general client follow up
• Responsible for renewal retention and cross selling
• Maintains automation system in a paperless environment
• Performs other duties as assigned
Essential Requirements for Education and/or Experience:
• Bachelor’s Degree or 3 to 5 years of related experience and/or training; or equivalent combination of education and experience.
• 3 years’ experience in personal lines sales or service
• PA P&C license
Specialized Knowledge/Beneficial Skills and Experience:
• Working knowledge of the EPIC/ TAM (Applied Agency Management System Software)
• Excellent written and verbal communications skills, including strong negotiating skills
• Strong organization and analytical skills
• Ability to perform detailed administrative tasks (i.e., Word, Excel, PowerPoint)
• Must be client focused and service oriented
• Ability to handle multiple tasks simultaneously
• Knowledge of personal lines comparative rating system a plus
Salary : $65,000 - $85,000
