Personal Lines Account Manager

Responsibilities

• Provide positive, prompt, and accurate service to clients.
• Aid in marketing new and renewal business.
• Evaluate premiums, prepare proposals, presentation packets, and maintain underwriting and marketing information by carrier.
• Assist advisors with cross-selling and account rounding.
• Receive phone calls from clients and companies regarding policy coverage, claims, or administrative needs: comply with the request and/or refer to the advisor when necessary.
• Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
• Perform other related duties as assigned.

Requirements

• At least two (2) years’ experience in similar position is desirable.
• Required state licensing certification.
• Education requirement: High school diploma or equivalent (GED) is required. College degree is preferred, not necessary.
• Strong understanding of personal lines insurance coverages, forms, procedures, and policy rating systems.
• Familiarity with a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system.