What are the responsibilities and job description for the Personal Lines Account Manager position at Crossroads Professional Coaching?
Department: Administration
Location: Baton Rouge, LA
Currently looking for a Personal Lines Account Manager for a local independent insurance agency in Baton Rouge, Louisiana. Interested candidates will be process oriented, organized and have excellent customer service skills.
Key Responsibilities
Responsibilities of the Personal Lines Account Manager
- Process and record new insurance policies and claims.
- Interview clients in order to provide expanded services on product offerings.
- Process, prepare, and submit forms, such as submitting applications for coverage to insurance carriers to request quotes for new and existing policyholders.
- Correspond with insured or agent to obtain information or inform them on account status or changes.
- Organize and work with detailed office records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
- Review and verify data, such as age, name, address, principal sum and value of property on insurance applications and policies.
- Collect initial premiums and issue receipts.
- Modify, update, and process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
- Transcribe data to worksheets and enter data into computer for use in preparing documents and adjusting accounts.
- Notify insurance agent and accounting department of policy cancellation.
- Cross-sell additional lines of business for mono-line house accounts.
- Handle new house account personal lines business including application, quoting, and closing as needed.
- Performs routine clerical functions including answering telephone, processing mail, scanning, faxing and filing
- 2 Years' Experience of Personal Lines Account Management
- Life and Health Insurance experience is a plus
- Working knowledge and experience with Applied System
- Strong communication skills both verbal and written
- High level of proficiency and accuracy with spreadsheets, emails, and databases
- Ability to relate to customers and carriers in a professional manner, providing excellent customer service and follow through
- Personal motivation and drive to be a proactive partner to our customers and our service teams
- Confident, "go-getter" that can process insurance details in high volume, at a quick pace
- Ability to multi-task, quickly respond to changing priorities and accurately record data in an electronic environment
