Personal Lines Account Manager
Job Description
This position includes the complete servicing of Personal Lines accounts during and after initial sale; sales of new and existing accounts. This position requires accurate and courteous service to our fellow employees, clients, producers and company personnel. Each Account Manager shall grow and develop his/her talents and insurance knowledge to the highest level possible.
Benefits
- Paid Time Off (PTO)
- Health Insurance
- Mon-Fri Schedule
- Retirement Plan
Responsibilities
Directly responsible for the daily service requirements on assigned book of business including, but not limited to:
Rating and quoting new and renewal business
Binding coverage and confirming with client
Preparing proposals for new and renewal clients
Reviewing (and processing) all applications, renewal requests, policies, endorsements and audits for accuracy
Ordering motor vehicle reports, and other necessary documents, as required
Assisting other agency departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client
Keeping client records up to date
obtaining expiration dates for policies not written by us to follow-up on and quote
Assisting in cross selling and account rounding
Completing other essential functions as assigned
Requirements
Education and/or Experience
Three years as a personal lines Account Manager. Account Manager should have thorough understanding of insurance industry, personal lines underwriting, products and coverage. Account Manager must be fully licensed as a Fire & Casualty Broker/Agent.
Knowledge, Abilities and Skills
Strong organizational skills; ability to discern priority and initiative.
Knowledge of Mercury, Safeco, CIG, Guard & Chubb extremely helpful
Excellent product knowledge for a lines of business
Excellent Computer skills, specifically AMS 360, Microsoft Word, Outlook and PL Rater
Excellent verbal and written communication skills as well as strong interpersonal skills.
Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions and percentages.
Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form.