Personal Lines Account Manager

EOE Statement

All qualified applicants will receive consideration for employment without regard to race, color, sex (including pregnancy and related conditions, sexual orientation, or gender identity), national origin, religion, age (40 and older), equal pay, disability or genetic information (including family medical history or genetic tests or services), and retaliation for filing a charge, reasonably opposing discrimination, or participating in a discrimination lawsuit, investigation, or proceeding. (Compliant with the new VEVRAA and Section 503 rules). Solely to help us comply with government record keeping, reporting and other legal obligations as required under these and other laws and regulations, we ask that you please fill out the Applicant Data record. This data is for analysis and affirmative action only. Submission of this information is voluntary. Failure to provide this information will not jeopardize or adversely affect any consideration you may receive for employment. We appreciate your cooperation. This data is for periodic government reporting and will be kept in a Confidential File separate from the Application of Employment.

Description

Works with supervisor and staff to achieve departmental goals, to serve clients efficiently and professionally, and to maintain the knowledge necessary to carry out responsibilities.

Primary Responsibilities :

• Discuss insurance needs and policy coverages with clients via phone, e-mail, written communication, and in person.
• Document all communications and interactions with clients, carriers and others in the computer system.
• Address insured's questions and concerns regarding policies, coverage, and premium payments promptly via phone, e-mail, written communication, and in person.
• Update and maintain accurate client data such as address, phone numbers, email addresses and other contact information.
• Actively conduct account reviews.
• Round and upsell client account coverage.
• Communicate with company personnel regarding coverage availability via phone, e-mail, and written communication.
• Initiate appropriate policy and endorsement issuance via in-house computer and internet, as well as any other supplemental forms, reports, etc.
• Work with staff, supervisors, and management to institute and implement departmental policies and procedures.
• Maintain compliance with all related company policies, standardized procedures and regulations.
• Continuing education to keep abreast of company, agency, and computer updates.
• Any other duties as assigned.

Secondary Responsibilities :

Position Requirements

Location

MountainOne-WMSTN 296

Full-Time / Part-Time

Full-Time

This position is currently accepting applications.