What are the responsibilities and job description for the Personal Lines Account Manager position at PointeNorth Insurance Group?
Summary
The Personal Lines Account Manager services clients by handling new business installations, renewals and the service needs of clients by performing the following duties.
- Conducts renewal processes & meetings with Producers
- Places client calls & provides correspondence
- Oversees billing for all AB policies & collection along with Producer
- Manages policy binding on renewals
- Prepares submissions for marketing
- Provides correspondence with carriers and customers for premium bearing change requests / endorsements
- Addresses and receive non renewals with Producers / clients
- Organizes master certificates and attaches all applicable endorsements
- Collects LPR's from clients
- Manages ImageRight documentation and file labeling upkeep
- Reviews returned policy checklists for changes and processes changes
- Coordinates all on-demand and renewal cert issuance
- Completes change request ordering from carrier
- Processes audits
- Checks endorsements from carrier for accuracy
- Processes cancellations (DB non pay, LPR's , and non renewals)
- Handles premium bearing change requests and audits
- Completes MVR requests
- Orders loss runs when requested
- Performs other related duties and tasks as necessary or as assigned
Requirements
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Benefits
Req Id : 2630178 | Job Id : 35209115
