Personal Lines Account Manager

Major Responsibilities

• Service Ability to handle complex accounts.
• Ordering and processing renewal and change requests with an emphasis on Personal Lines Insurance.
• Prepares review letters on an annual basis, offering recommendations to clients based on analysis of clients' insurance needs.
• Affords assistance to clients with reporting claims.
• Maintain accurate and current detailed information in the Applied EPIC system.

Retention

• Works to ensure that the agency goal of 95% retention is met.
• Actively markets renewals, identifies gaps or new available discounts, follows up on outstanding billing notices, cancellations, and Broker of Record letters.

Account Rounding

• Actively solicits and processes additional lines of coverage for all accounts both new and existing book of business.
• Available to provide basic information on all personal lines of insurance and directs clients accordingly.

Teamwork

• Maintains a courteous and effective relationship with clients, co-workers, Carriers, COI’s and other business contacts.
• Ability to share knowledge and skills with others.

Personal and Organizational Development

• Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
• Utilizes good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.

Requirements

• College education with a minimum of 3 years insurance experience or a minimum of 5 years insurance experience.
• Must hold a valid Property Casualty Broker-Agent license.
• Ability to communicate effectively, both verbally and in writing, with others to explain complex issues, receive and interpret complex information, and respond appropriately.
• Knowledge of insurance products and usages.
• Knowledge of insurance markets and reference to markets.
• Ability to carry out complex tasks with many concrete and abstract variables.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to pull or lift up to 15 pounds at times.