Personal Lines Insurance Account Manager

Role Description

This position is for the servicing of existing insurance accounts; it also requires sales involvement such as assisting producers in preparing insurance quotes for both new and renewal policies. The role of a Personal Lines Account Manager requires accurate and courteous service to our clients, team members, and all company personnel. Each Account Manager shall grow and develop talents and insurance knowledge to the highest level possible.

Principle Duties And Responsibilities

Directly responsible for the daily service requirements of Personal Lines, including, but not limited to:

• Preparing applications and quoting for current producers
• Preparing proposals for new and current clients
• Reviewing and processing applications, renewals, policies, and endorsements
• Binding coverage and confirming with clients
• Maintaining files in an online client management system
• Monitoring past-due accounts and contacting client and/or producer, as needed
• Assisting in gathering and/or providing information necessary to issue polices
• Keeping producers informed of important activities regarding their clients
• Keeping client records, spreadsheets, and summaries up to date
• Completing other essential functions, as assigned
• Stay up to date on insurance underwriting criteria, rates, forms, and coverage changes via bulletins, trade publications, seminars, and offered training.
  
  

Qualifications

Knowledge, Abilities, and Skills in:

• Strong organizational skills: ability to prioritize and take initiative
• Strong teamwork mentality and willingness to collaborate
• Excellent verbal and written communication skills, strong interpersonal skills
• Reasoning Skills - able to solve practical problems and interpret instructions in written, oral, spreadsheet, or schedule form
• Computer skills - in Office 365 and Adobe Acrobat
  
  

Desired Qualifications

• Keen attention to detail
• The ability to multi-task and adaptability
• The ability to work in a fast-paced environment
• Highly motivated self starter
• Critical thinking skills
  
  

Physical Demands

The physical requirements needed to successfully perform essential functions include, but are not limited to:

• Sitting/standing for extended periods of time
  
  

Disclaimer

This job description is intended to describe the level of work required of the person performing the job and the physical requirements normal to the position. Other duties may be assigned as needed to support the essential functions.

Benefits And Perks

• Competitive Salary
• Medical Insurance
• Retirement Plan
• Earning Potential
• Professional Development
• Positive Work Environment
• Performance Bonuses