Personal Lines Account Manager

Responsibilities

• Work in a team environment with all members of the Personal Insurance department.
• Build relationships with clients and take ownership of account activities.
• Handle policy changes, renewals, and claims processing.
• Advise clients on the value proposition of comprehensive coverage.
• Conduct coverage and exposure reviews with existing clients.
• Call out to new clients within 30-45 days of their new business effective date.
• Determine and confirm the most effective form of communication with clients.
• Discuss non-renewal issues with management and carriers.
• Quote and issue mid-term rewrites as needed.
• Review and discuss renewal increases with carriers.
• Contact incumbent carriers for rate relief options.
• Task out to the Placement Specialist team for clients cancelling or requesting cancellation.
• Communicate with insurance company underwriters to resolve issues.
• Document all interactions in the company system.
• Update and maintain client’s primary contact information.
• Advise clients on preferred premium payment methods.
• Follow up on pending activities until completion.
• Handle Reg. 34 issues and communicate with DMV.
• Stay informed on insurance coverage issues and stay current with industry developments.
• Participate in seminars and classes for skills and knowledge development.
• Handle routine service matters when necessary.
• Maintain proficiency in relevant laws and regulations, and adhere to company policies and procedures.

Qualifications

• High School Diploma or Equivalent, with a College Degree Preferred.
• At least 18 years old.
• Property & Casualty Agents/Brokers License maintained through continuing education.
• One to three years of insurance experience preferred.
• Strong customer service experience.
• Proficiency in using menu-driven software, Word, and Excel.
• Good organizational skills and ability to manage multiple tasks.
• Reasonable accommodations may be made for individuals with disabilities.

Other Job Information

• Hrs: 40 per week
• Cmp: Commensurate with experience plus potential for annual merit increase.
• Bs: Includes 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts, and more.
• Preqs: Reasonable accommodations for individuals with disabilities.
• Min: USD $22.60/Hr.
• Max: USD $33.93/Hr.