What are the responsibilities and job description for the Personal Lines Account Manager position at JAMES A SCOTT & SON INC?
PERSONAL LINES ACCOUNT MANAGER
With 160 years of experience, Scott Insurance is a leader in developing smart strategies and innovative programs customized to the needs of mid-market companies. We offer property & casualty, employee benefits, captive insurance and surety bonds solutions, as well as personal risk services. An employee-owned company, we are one of the largest independent agencies in the Southeast and have Captive Insurance operations in Grand Cayman and Vermont. For 30 years, we have earned the distinction of a Best Practices Agency and have consistently been ranked among the top 30 agencies in the country by Reagan & Associates, and were recently named to Business Insurance's national Best Places to Work list. Scott has nine offices across North Carolina, South Carolina, Tennessee and Virginia.
Our employee owners enjoy a strong, team-centric culture, excellent benefits and retirement programs. As an employee-owned company, our associates are more than employees; they are owners. This ownership creates a unique company culture and provides significant opportunities for our employee owners. We are driven by an entrepreneurial spirit and guided by out-of-the box thinking to deliver world-class service to our clients, primarily mid-market companies.
We’re currently looking for a Personal Lines Account Manager to join our team in Lynchburg, VA. If you enjoy working in a dynamic environment that rewards excellence and encourages entrepreneurial thinking, we would like to hear from you!
PRINCIPAL OBJECTIVES OF THE POSITION
The Personal Lines Account Manager will serve as the primary point of contact for clients once a policy is issued.
PRINCIPAL DUTIES & RESPONSIBILITIES
- Serve as a liaison for the clients, producer(s), and underwriters.
- Educate clients on available products and coverages.
- Identify coverage gaps and opportunities for additional products and counsel clients on appropriate options.
- Conduct renewal reviews to identify remarket opportunities based on current rates and coverage needs.
- Contact clients when premium changes occur due to carrier changes.
- Maintain accounts in active status.
- Create a sense of urgency for client responses when renewal information is requested.
- Interact with clients via phone and/or written correspondence.
- Respond to all client requests received via email and/or mail in an efficient manner.
- Document all correspondence with clients and carriers in client management system.
- Maintain a current activity list in client management system.
- Perform other duties as assigned.
POSITION QUALIFICATIONS & REQUIREMENTS
- Four-year college degree preferred.
- Active P&C license or the ability to obtain a license within 90 days of employment.
- Strong organization/customer service skills.
- Ability to anticipate client needs.
- Basic knowledge of Microsoft Word and Excel.
- Prior insurance experience desired, but not required.
