What are the responsibilities and job description for the Account Manager - PL position at Pyramid Insurance Co?
Location : Honolulu, HI
Responsible for managing and developing new and existing personal lines accounts. Serves as the primary contact with customers, builds or maintains relationships and ensures a positive client experience. Provides administrative support in obtaining, maintaining, servicing, and expanding accounts. Understand the insurance needs of clients; Manage new and renewal policies in accordance with carrier policies and procedures.; Provide policy or coverage recommendations to clients; examine and analyze applications, renewal requests and endorsements for compliance with underwriting guidelines.
Must be able to work under minimal supervision.
Duties and Responsibilities :
- Understand needs of clients and work with carriers to handle incoming requests.
- Solicit new business, account rounding and account renewals.
- Manage new and renewal personal lines accounts in accordance with carrier policies and procedures.
- Negotiate with carriers, prepare presentation and proposal materials, collect customer information and order policies from carriers.
- Explain available coverage options to clients, complete necessary forms, and quote premiums.
- Provide clients with recommendations for improved or additional coverage as needed.
- Examine and analyze applications, renewal requests, and endorsements for compliance with underwriting guidelines.
- Enter client information in agency management system to ensure records are accurate and up-to-date.
- Handle incoming requests (by phone or email) from clients and deliver effective customer service to customers.
- Assist team members as needed to meet agency, department, and individual goals.
Education and / or Experience :
Certificates, Licenses, Registrations :
An Equal Opportunity Employer Committed to an Inclusive Workplace.
