What are the responsibilities and job description for the Personal Lines Account Manager position at Staffing Now?
SNI Companies is currently hiring for Personal Lines Account Managers in Ponte Vedra, Florida.
Major Responsibilities :
- Work with Account Executive and / or Department Lead for guidance and training on all aspects of servicing high net worth clients.
- Primarily responsible for standard and non-standard Personal Lines accounts.
- Process all applications, policies and endorsements for clients, review for accuracy.
- Update Epic policy accounts with most current information as received.
- Review renewals for significant changes, alert producer as needed.
- Follow up on notices of non-payment per agency procedures and notify producer of cancelled / expired policies for rewrite.
- Respond to carrier memos and process any necessary updates.
- Prepare and process requests for ID cards, evidence of property, certificates of insurance, and binders.
- Process claim reports according to carrier procedures or forward to Liberty claims dept. as needed.
- Process agency bill renewals & invoicing.
- Review monthly Aged Accounts Receivables Report provided by accounting dept.
- Inform producers of all important activities on their accounts.
- Offer a cross-sell to every client that has only one line of business with the company.
- Quote higher limits and coverages when processing endorsements for potential up-sell.
- Market renewal business as appropriate, alert producer of possible rewrite.
Performance Expectations :
Position Summary :
Provide prompt, accurate and courteous service to clients, producers and company personnel in a professional and positive manner. Handle all tasks associated with obtaining, maintaining, expanding and servicing existing accounts in accordance with all agency procedures and carrier guidelines. This includes processing applications, policy changes, account review and renewal remarkets, up-selling existing policies, and cross-selling new policies. Support company growth by working with producers, management, and other personnel on special projects or duties as directed
Minimum Qualifications / Requirements :
