What are the responsibilities and job description for the Personal Lines Account Manager position at Insurance Resourcing LLC?
If you are an experienced Personal Lines Account Manager with Safeco and other independent market knowledge or you are looking to move from a Direct Writer, this insurance agency could be your new home!
My client is an independent insurance agency. They are looking for a new Personal Lines Service Team member for their Montesano, WA office. You will be handling renewals, remarketing, cross-sales, and on-going service requests. This job carries no sales quota, and you will be paid on brand new business as well as receive commissions on cross sales and increases to monoline policies. You will also be eligible for an annual profit-sharing bonus.
You can work hybrid schedule and there will be some local client travel during key renewal times.
The agency is on Epic and uses Indio. They have a great community reputation. They offer free parking, great benefits, lots of perks, retirement, and paid continuing education.
Job overview:
• Perform all account transactions including applications, quotations, ID cards, proposals, summaries, endorsements, binders, billing follow-up, and correspondence on assigned accounts.
• Respond to client inquires, company requests, and producer’s needs in a timely basis.
• Prepare and review new business submissions, prepare quotations, coverage summaries/comparisons, proposals and recommendations needed to ensure clients/prospects understanding of coverage. Deliver new policies to client verifying that coverage is as ordered.
• Deliver and review renewal policies to clients. Verify coverage was delivered as ordered.
• Review and order renewals according to agency procedures. Visit clients to obtain renewal information if needed. Document receipt of renewal and investigate non-renewals.
• Analyze policy coverage and identify cross-selling and upgrading opportunities.
• Actively solicit increases in limits and/or coverage or rounding accounts through sales to clients at every service contact.
• Maintain client risk files on computer system and use computer system for all processing transactions. Document all material conversations with client and carrier. • Prepare billing following agency’s credit and collections policies.
• Maintain current knowledge of underwriting requirement of carries.
• Keep current with industry trends by reading appropriate journals and company bulletins.
• All quotes, if applicable, must be obtained through use of the IBQ system with uploading to carrier systems.
• Processing all reports as required.
Candidates need to have worked in a personal lines role in either an independent agency setting or at a direct writer and hold a current WA P & C license. You also need to live a commutable distance from the Montesano office to allow for a hybrid schedule.
To apply, email your resume to info@insuranceresourcing.com or call 360-392-8140.
Salary : $49,000 - $60,000
