What are the responsibilities and job description for the Personal Lines Account Manager position at National Insurance Brokers?
The Personal Lines Account Executive role is responsible for servicing our existing personal lines business along with new business quoting. Working directly with Producers on new business and existing client’s needs.
The Ideal Candidate
- 2 years’ experience working with personal lines insurance.
- Looking for a great opportunity to be a part of a solid, down-to-earth team, learn from senior team members, and have a great career path.
- Having great communication skills (verbal & written)
- Positive attitude
- Enjoys having some fun at work!
If this sounds like you, we invite you to keep reading and apply!
Essential Duties and Responsibilities
Please note that the duties below can change depending on the needs of the business.
- Self-motivated, with the initiative to prioritize and be self-directed.
- Handle all phone calls and emails from clients, carriers, or others.
- Develops complete client information and applications for new and renewal business under the direction of the Producer.
- Processes change requests/endorsements, binders, account summaries, policies, cancellations, and billing.
- Maintains files with proper records according to company procedures.
- Assists in the development of strong client relationships and is ready to offer white glove service.
- Ensures accuracy of account information for both new and renewal policies, endorsements, and billing.
- Submit and support in claims handling.
- Other duties as assigned.
Qualifications
- 2 year’s proven commercial insurance experience.
- Strong understanding of various personal insurance products, including but not limited to Home, Auto, Inland Marine, Toys, Flood, and Umbrella policies.
- Ability to work in a fast place environment.
- Demonstrated problem-solving skills and the ability to think strategically to provide innovative insurance solutions.
- Property and Casualty License REQUIRED.
- Ability to navigate Agency Management software and Microsoft Office Products.
- Experience using EPIC preferred.
- Customer focused attitude with a commitment to providing exceptional service.
Benefits:
- Competitive Pay
- Retirement Plan
- Health Insurance Benefits
- Hybrid/Work from home
- Paid Time Off
- Sick days
- Life Insurance
- Dental Insurance
- Paid licensing, continuing education, and designation achievement
- Fun teamwork environment, professional growth, and opportunities for advancement
Job Type: Permanent
Pay: $50,000 - $60,000 per year, depending on experience
Job Type: Full-time
Pay: From $50,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Disability insurance
- Health insurance
- Paid time off
- Vision insurance
- Work from home
Education:
- High school or equivalent (Required)
Experience:
- Personal Lines: 1 year (Preferred)
License/Certification:
- Property & Casualty License (Preferred)
Ability to Commute:
- Forest Lake, MN 55025 (Preferred)
Work Location: In person
Salary : $50,000 - $60,000
