What are the responsibilities and job description for the Personal Lines Account Manager position at Keyes Coverage LLC?
About Us
The origins of Keyes Coverage go all the way back to the late 1950’s, when it operated in New York. Keyes Coverage in South Florida was established in 1975 by Murray Keyes and his sons, Carey and Kenneth. Since then, this third-generation, family-owned agency has grown into one of the leading insurance agencies in South Florida. The agency specializes in three main areas of practice including Personal Lines Insurance, Employee Benefits and Business Insurance.
Personal Lines Account Manager
Position Summary:
Day-to-day maintenance and servicing of assigned Personal Lines accounts, including but not limited to:
- Maintaining a high level of client service and satisfaction
- Marketing & placement of renewal accounts as appropriate
- Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service
Primary Duties and Responsibilities:
- Support Producers’ sales efforts by handling accounts once bound.
- Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client.
- Maintain client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines.
- Maintain control of renewal expiration lists, binders, and any aged receivables in accordance with agency guidelines.
- Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines.
- Review all items to be processed, to insure items were received as ordered.
- Participate in courses for insurance/sales skills. Maintain current knowledge of underwriting requirements of carriers. Keep current with industry trends by reading appropriate journals and company bulletins.
- Participate in any special projects at management’s request.
Basic Qualifications:
- Florida 4-40 Customer Representative License or 2-20 General Lines License (Property & Casualty).
- Experience with claims handling, procedures, personal lines rating and applicable insurance laws/codes.
- Proficiency with MS Office Suite, document management software, and carrier proprietary systems.
- Experience with Vertafore AMS360 and ImageRight highly desired.
- Excellent time management, organizational and verbal and written communication skills.
- Keen attention to detail.
- Confidentiality of financial, employee, and consumer information.
- Must be able to work with occasional instruction and supervision.
Preferred Qualifications:
- Familiarity with risk assessment and risk management techniques.
- Extensive knowledge of all lines of insurance, including sophisticated and less common coverages, especially those products represented through agency.
Hours: Monday-Friday, 8:30am-5:00pm
Office Location: 2627 W. Eau Gallie Blvd., Suite 104, Melbourne, FL 32935
Benefits:
- Competitive Salary
- Health Insurance Plans (PPO, HSA, Copay Options)
- Dental Insurance
- Vision Insurance
- Company Paid Disability Insurance
- Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
- 401(k) with Safe Harbor Match
- Paid Time Off
- Paid Holidays
No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.