Farm Account Manager

About the role

A Farm Account Manager is part of our Personal Lines, Farm and Crop Production Team. The role involves a wide range of duties to support the team and contribute to the growth of our agency by providing professional service for our clients. The ideal candidate will enjoy project-driven tasks as they navigate clients through their annual stewardships, change requests, marketing accounts, prepare proposals, and develop lasting relationships with both clients and team members.

Responsibilities

• Quoting:
  • Enter prospects in AMS360.
  • Work with producers to determine appropriate markets and review quote options.
  • Work with underwriters on coverage options.
• New Business:
  • Prepare application and list of items the producer will need to finalize the application.
  • Submit completed applications to the company.
  • When a new policy is received, review it thoroughly for accuracy and advise the company of any corrections that need to be made.
• Change Requests:
  • Take change requests over the phone or in person from the insured.
  • Submit policy changes to companies.
  • Process and follow up on submitted changes to confirm accuracy.
• Claims:
  • Take claim information from the insured, submit to the appropriate company on required forms, and task for follow-up.
  • Send a claim card to the insured.
  • Follow up on all claims assigned to you, work with support staff on questions they may have for your accounts, and send a claim feedback questionnaire when closed.
• Renewals:
  • Process all renewals.
  • Review all renewals for pricing, coverage, credit, and account rounding opportunities.
  • Advise the producer of substantial changes in premiums and/or coverages.
  • Complete farm renewal letter with blanket inventory, if applicable.
• Remarketing:
  • Determine when and why an account may need remarketing.
  • Discuss options with the producer on the account.
• Payments:
  • Upload or mail payments as necessary; monitor agency bill payments.
  • Monitor Intent to Cancel notifications for nonpayment.