Personal Lines Account Manager

Responsibilities

• Answer all inbound personal lines service calls.
• Perform service and sales for customers including but not limited to adding/deleting/replacing vehicles, changing coverage’s, adding/deleting lien-holders and mortgagees, answering billing questions, verifying insurance, taking payments, cross selling, new quotes and handling other insurance questions as appropriate to service customers.
• Determine all impacts/needs associated with the service request, including impacts to other coverages or policies.
• Identify any coverage gaps associated with a customer’s request and educate the customer on ways to mitigate their risk.
• Document all contacts, maintain customer records and files in a professional manner, and update customer information as appropriate for accuracy.
• Maintain effective and timely follow-up systems and verify transactions with customers.
• Utilize technology to perform assignments and requests.
• Use knowledge of personal lines products, carriers, and agency and carrier rules to service customers effectively.
• Effectively utilize technology to perform assignments and requests.
• Support the team and manager or others with service activities consistent with the responsibilities outlined above.

Requirements

• Property and Casualty License required.
• Agency experience preferred.
• AMS360 experience preferred.
• Excellent communication skills; verbally and written.
• Detail oriented and able to maintain compliance standards.
• Must be dependable, provide timely response, and complete of work activities.