Personal Lines Account Manager

Your Impact

• Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations
• Leveraging personal insurance knowledge and expertise to actively service existing accounts and develop new business opportunities for a high volume, fast-paced book of business, consisting of standard personal lines clients
• Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS/EPIC accordingly
• Participating in the retention of renewal business. Interacting with producers and office leaders to make coverage recommendations and engage in account rounding activities
• Ensuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timeline
• Reviewing current policies and providing recommendations regarding carrier placement options. Utilizing department workflows and a network of industry contacts to determine appropriate coverage
• Executing coverage analysis as needed as well as providing the client with accurate quotation for any additional coverage’s

Requirements

• 3 - 5 years’ experience of Personal Lines client management experience
• Valid P&C brokers’ license
• Industry specific designations preferred- CISR, CIC or similar
• Proficient in insurance agency management systems, AMS 360, Work Smart and EPIC preferred
• Extensive knowledge of Personal Lines underwriting coverage and procedures
• Ability to clearly articulate these products/plans to clients and underwriters

Qualifications

• Physical Demands and Work Environment: While performing the duties of this job, the employee is required to regularly sit, hear, and reach with hands and arms. The employee is occasionally required to stand and walk. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus
• The work environment characteristics described are representative of those employees performing the essential functions of this job. The noise level in the work environment is usually moderate to loud. Occasional travel

Skills

• Strong interpersonal and communication skills
• Proactive problem-solving and decision-making abilities
• Excellent organizational and time management skills
• Knowledge of personal insurance and underwriting processes

Benefits

• Professional development opportunities
• Mentorship program for PL Select Assistant Account Specialists

Pay

Competitive compensation package

Schedule

Full-time position