What are the responsibilities and job description for the Account Manager- Personal Lines position at jobbot?
A bit about us :
Growing privately owned insurance Firm seeking a Account Executive experienced managing a large book of business and servicing Personal line accounts.
Why join us?
growth opportunities
100% paid benefits
Bonus
comm plan
5% 401k match
Job Details
Essential Functions
Knowledge on all lines of business including auto, homeowners, flood, boat, umbrella, etc.
- Accurately file and maintain client data and activities in the agency management system
- Collect all information needed for quotes including inspections
- Shop new and renewal business accounts through insurance market within agency timelines and deadlines
- Use our Superior Option of Carriers to up-sell current book of business.
- Market accounts to insurance carriers and / or provide required information to New Business Coordinator
- Finalize and confirm all needed items and documents prior to reaching out to insured
- Make and receive calls to agency insureds regarding in a professional and courteous manner
- Independent servicing of assigned book of business with premium of 3-5 Million
- Work with department processor to receive calls of any endorsement, payment, questions or claims
- Assist with excess workflow
- Other duties as assigned
Competencies
Education And Experience
2-20 Insurance license / Customer Service
Life license
P&C License
High School Diploma
2 Years in a professional office environment
Proficiency with Microsoft Outlook, Word and Excel
4 Year college degree
3 years' experience in an independent insurance agency
Proficiency with Vertafore AMS360
Salary : $60,000 - $115,000
