Personal Lines Account Manager

Responsibilities

• Handle customer service requests in a professional and knowledgeable manner.
• Taking incoming calls for new business and cross selling.
• Help determine all impacts/needs associated with the service request, including impacts to other coverages or policies.
• During routine service contacts, 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.
• Effectively utilize technology to perform assignments and requests.
• Use knowledge of personal lines products, carriers, and agency and carrier rules to service customers effectively.
• Additional responsibilities could include drafting and sending correspondence, and other tasks of a service nature and other duties as assigned.
• Perform service activities to support their team and their manager or others, consistent with the responsibilities outlined above.

Requirements/Competencies

• Licensed in Property and Casualty
• 2-4 years of personal lines experience in service and sales
• Excellent communication skills; verbal and written
• Detail oriented and able to maintain compliance standards
• Dependable, provide timely response, and complete work activities