Account Manager - Personal Lines
Kapnick Insurance · Adrian, MI · 2 days ago
SalesFull-time
About the role
Founded in 1946, Kapnick Insurance is an independent insurance advisory firm with Michigan roots and a global reach. With a team of 200+ professionals, we provide expert guidance and innovative solutions in business insurance, risk management, employee benefits, worksite well-being, and personal insurance.
Responsibilities
- Create long-term, trusting relationships with clients and carriers
- Develop new business opportunities within the personal lines industry
- Proactively manage all services provided to clients, looking for ways to improve quality and add value
- Maintain client relationships and determine their coverage needs
- Manage clients' risk and ensure all exposures are properly addressed
- Negotiate with carrier underwriters on behalf of clients
- Actively work on retention of current clients with remarketing of current policies
- Provide premium quotations and proposals to prospects and clients per service standards and procedures
- Review book of business with the goal of expanding personal lines sales and identifying account rounding opportunities
- Prepare invoices, binders, certificates, change requests, and all other service-related items accurately
- Absorb onboarding of new clients
- Maintain client account information in our agency management system and electronic files in accordance with established workflows
- Attend department meetings and agency/carrier training sessions
- Perform quality assurance tasks including new business downloads & change downloads, peer-audits, non-renewal report management, and inactivating clients in EPIC
- Service standards/renewal month reconciliation
Requirements
- Associates Degree (two year college or technical school)
- 1-2 years’ experience in customer facing role
- 1-2 years’ experience in insurance industry
- Property & Casualty License
- Life & Health License
- Experienced user of Agency Management System
- Experienced working with multiple carriers and rating systems
- Familiar with Microsoft Office (Word, Excel, Outlook, etc.)