Account Manager - Personal Lines Insurance

Job Description

Job Description

The Account Manager is responsible for maintaining client relationships and assisting Agents in day-to-day handling of personal lines account(s). The ideal candidate for this position is dependable, self-motivated, detail-oriented, and highly organized with the ability to provide accurate and responsive customer service.

Benefits

Paid Time Off (PTO)

Work from Home

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Responsibilities

• Manage the renewal process by facilitating communication between the client, Account Manager, Agent, and carrier.
• Facilitate the marketing process and coordinate communication with all parties.
• Prepare coverage applications, submit the insured and / or carrier as needed, obtain client signatures, and follow up to ensure timely responses.
• Maintain strong client relationships with ability to solve problems.
• Process and verify accuracy of policy changes with various insurance carriers to ensure policies accurately reflect the coverage needs.
• Produce and distribute auto ID cards, proposals, policy books, summaries of insurance, asset schedules, certificates, and other related items accurately and on time.
• Inform and educate clients about exclusions, exposures, and additional lines of coverage available.
• Create and maintain accurate electronic file documentation and performance of responsibilities with clients and others in a manner that avoids potential errors and omissions.
• Actively engage in client risk management and claim processes, and facilitate communication / meetings between carrier, client, and agency personnel.
• Stay abreast of developments in the insurance industry and changes in coverage.
• Other duties requested by the agent and / or in accordance with TIS practices related to the successful retention and maintenance of client relationships. This may include some travel to client facilities when needed.

Note the information contained in this job description has been prepared to indicate the general nature of work performed by an employee within this classification. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

Requirements