What are the responsibilities and job description for the Personal Lines Account Manager position at Sims Venture Capital?

Job Description

Price & Ramey is looking for a P&C Licensed Personal Lines Account Manager responsible for the day-to-day account management for clients of our in the Tri-cities. We are looking for a detail oriented, highly motivated individual who can provide exceptional customer service to our clients.

Since our beginnings in 1914, Price & Ramey Insurance has become a leader in providing quality protection for thousands of individuals & families throughout our region. Apply today to join our hard-working, fun-having team!

Responsibilities include but are not limited to :

Assist Producers in all aspects of servicing and marketing of new & renewal business; beginning to end.
Manage an assigned book of business and build, expand, and solidify relationships with existing clients.
Create professional-quality Risk Management Summaries / Proposals and Annual Reviews for clients via AMS360, Word, and Adobe.
Participate in meetings and calls to assist in the development of client presentations; provide loss analysis for Client.
Develop and maintain positive relationships with insurance company underwriters and representatives to effectively market new and renewal business as directed by producers.
Manage all policy and client-related correspondence documentation within the agency management system (AMS360).

Requirements :

Valid Tennessee Property & Casualty License preferred.

Strong understanding and ability to execute rating for the underwriting process including new and renewal business.

Exceptional customer service to a book of business consisting of a variety of complex accounts is a must

Superior work ethic, prompt and regular attendance

Strict compliance with NDA’s as respects highly confidential prospective and current client information

Ability to handle a fast-paced environment with a positive and energetic attitude

Strong customer resolution skills

Self-starting and problem-solving skills along with curiosity and research skills for gathering information used in completing applications

Proficiency with DocuSign, Excel, Adobe, Word and online carrier rating sites is required.

Proven ability to work with a variety of carriers and in a collaborative, hands-on team environment required

Project and complex, high-net-worth Account Management experience preferred

Benefits :

Competitive Sign On Bonus!

35k-45k (based on experience) plus Commission!

401k

Health, Dental, Vision and Life Insurance

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