What are the responsibilities and job description for the Personal Lines Account Manager position at Strategic Insurance Partners?
Job Description
Job Description
About Us
For more than 100 years, Strategic Insurance Partners (SIP) has been providing Personal and Business Insurance protection that fit your needs. Developing a comprehensive insurance portfolio can be a challenge without guidance from a trusted advisor. At Strategic Insurance Partners, we’ve been working alongside business owners in New York, New Jersey, and Pennsylvania for more than a century. Instituting extensive insurance expertise, SIP agents take a consultative approach toward identifying risks and proactively reducing the impact of loss through customized coverage. Our management and representatives have developed an atmosphere of trust over the years, which has enabled deeply valued and longstanding relationships with our clients.
Personal Lines Account Manager
Responsibilities :
- Responsible for day-to-day maintenance and servicing of Personal Lines Accounts.
- Maintains high level of customer service and satisfaction.
- Marketing and placement of new and renewal accounts.
- Achieves agency account retention goals through proactive account rounding and up-selling.
- Interfaces with carrier representatives, customers, prospects, and support staff in order to ensure that all parties receive information in a complete and timely manner.
- Assists in managing and providing technical service and expertise for property and casualty insurance accounts.
- Participates in and promotes pre- and post-placement servicing including proof of insurance, loss control services, premium financing, and claims.
- Processes requests for clients and producers.
- Inputs all notations in CRM in accordance with the procedure documenting interactions, transactions, details regarding inquires, complaints, comments and actions taken to resolve issues and requests.
- Provides back-up coverage for other teammates to cover vacations, absences and workload increases.
- Other duties as assigned.
Qualifications :
Hours : Monday-Friday, 9 : 00am-5 : 00pm
Office Location : 492 Franklin Avenue, Nutley, NJ 07110
Benefits :
No Solicitation Notification to Agencies : Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.