Personal Lines Account Manager

Essential Functions

• New business quoting, proposal, sales, and development
• Account rounding and retention of existing clients
• Uses experience, discretion, and independent judgment to conceptualize and implement solutions to meet client needs
• Collections and analysis of client information
• Regularly interacts with clients in a professional and timely manner through daily service to clients such as endorsement requests and general coverage questions
• Participates in marketing and sales meetings
• Manages and retains existing book of business
• Reviews and processes old and new renewals, new policies, and policy changes
• Handles questions, researches, and resolves problems
• Adheres to agency customer service standards
• Regularly exercises discretion and independent judgment on accounts including but not limited to interviewing clients
• Collects and analyzes information regarding the client and assisting in product determinations
• Affecting, interpreting, and implementing various company policies regarding the specific factual circumstances of each client
• Reviews processed policies as needed

Competencies & Qualifications

• Excellent client service skills to assist in retaining, developing, and growing a client base.
• High competence with computers, programs, and software through the entire client life cycle.
• Highly professional and self-motivated.
• Excellent Communication/interpersonal skills

Education & Experience

• Minimum 3+ years insurance experience preferred
• Must possess state required 4-40, 2044 or 2-20 insurance license
• High School diploma or equivalent
• Some college helpful

Disclaimer

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Benefits

• Comprehensive range of health-related benefit options including medical, vision, and dental
• 401(k) with company match
• Company paid life insurance
• STD, LTD
• Generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!