Personal Lines Account Manager

The Personal Lines Account Manager works to maintain a high level of customer service to retain established accounts and to solicit new business as opportunity presents itself.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The essential functions include, but are not limited to the following:

• Maintaining a professional connection between clients, the agency and company underwriter.
• Review and process mail using personnel and procedures in place for support.
• Respond to daily telephone calls and requests for: ID cards, Binder, BOR, cancellations and reinstatements.
• Request policy amendments.
• New business and policy renewal marketing. This includes preparation of application, rating and forwarding to designated companies, for the correct placement and coverages for each risk. Information is then communicated to the insured or prospective client.
• Preparation of new business or renewal proposals as needed.
• Communicate quotes to customers regarding policies, costs, consequences, and obligations.
• Keep records of client activity documenting file with details for follow up.
• Check monthly renewal list which includes review of renewal policies, making any changes on coverages as appropriate. This also includes follow up to company for any policies not received by renewal date.
• Process invoices to client.
• Work with Accounting Department regarding insureds’ billing and account current.
• Performing other duties as assigned

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

NOTE

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)

• Receive/Maintain appropriate agent licensing.
• Ability to multitask
• Self-motivated
• Proficient in Microsoft Office, specifically Excel, Word, and PowerPoint
• Excellent oral and written communication skills
• Excellent customer relationship skills
• Positive, friendly, and professional attitude