Working with clients, insurance companies, and Producers, the Account Manager’s job is to perform duties and maintain quality service to our risk management accounts. 

ESSENTIAL DUTIES/RESPONSIBILITIES (include but are not limited to the following)

• Focus on client service and retention, by overseeing the entire lifecycle of personal insurance accounts, from onboarding new clients to policy renewals and claims management
• Process policy changes, endorsements, and certificates of insurance in an accurate and timely manner
• Communicate and partner with insurance companies and/or Producers to ensure we are meeting client expectations
• Analyze existing insurance policies to identify coverage gaps, redundancies, and cost-saving opportunities
• Cross-sell the agency service’s additional lines, otherwise refer prospect(s) to the appropriate department or Producer
• Build and maintain strong, long-lasting relationships with clients, both internal and external
• Pro-actively assist Producers in retaining business
• Serve as backup to the claims department taking claim reports, answering questions on existing claims, and referring any issues to the Claims Loss Control Coordinator or Producer
• Maintain and update electronic client accounts within EPIC and carrier portals
• Research and stay informed regarding industry information, new product information, legislation, coverage, and technology to continuously improve knowledge and performance
• Work as a member of the Personal Lines Team, assisting others when necessary
• Maintain an acceptable level of audit scores
• Keep past-due activities to a minimum
• Demonstrate Relion Core Values
• Perform other duties, as assigned