Personal Lines Account Manager
The Liberty Company Insurance Brokers and our Partners at Grove Financial & Associates, Inc. have an in-office opportunity for a Personal Lines Account Manager in Harrisburg, PA.
About the Role
Provide prompt, accurate and courteous service to clients, producers and company personnel in a professional and positive manner. Handle all tasks associated with obtaining, maintaining, expanding and servicing existing accounts in accordance with all agency procedures and carrier guidelines. This includes processing applications, policy changes, account review and renewal remarkets, up-selling existing policies, and cross-selling new policies. Support company growth by working with producers, management, and other personnel on special projects or duties as directed.
Responsibilities
- Work with Account Executive and/or Department Lead for guidance and training on all aspects of servicing clients.
- Primarily responsible for standard and non-standard Personal Lines accounts.
- Process all applications, policies and endorsements for clients, review for accuracy.
- Update policy accounts with most current information as received.
- Review renewals for significant changes, alert producer as needed.
- Follow up on notices of non-payment per agency procedures and notify producer of cancelled/expired policies for rewrite.
- Respond to carrier memos and process any necessary updates.
- Prepare and process requests for ID cards, evidence of property, certificates of insurance, and binders.
- Process claim reports according to carrier procedures or forward to Liberty claims dept as needed.
- Process agency bill renewals & invoicing.
- Review monthly Aged Accounts Receivables Report provided by accounting dept.
- Inform producers of all important activities on their accounts.
- Offer a cross-sell to every client that has only one line of business with the company.
- Quote higher limits and coverages when processing endorsements for potential up-sell.
- Market renewal business as appropriate, alert producer of possible rewrite.
- Service Company and clients in a manner to avoid potential exposure to E&O claims.
- Alert management of incidents that may require management assistance or approval.
- Respond to phone calls and e-mails within acceptable timeframe not to exceed 24 hours.
- Process client requests (e.g. ID cards, certs, binders) within 24 hours of request.
- Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in AMS360 or Epic.
- Utilize AMS360 or Epic suspense system to follow up on outstanding items in a timely manner to avoid overdue situations.
- Prioritize workload and request assistance as necessary to reduce backlog.
- Participate with management and other departments/personnel on special projects and other duties as needed.
- Keep current on rates, forms and coverage changes through bulletins, trade publications, and seminars.
- Participate in seminars and classes for skill and knowledge development.
Requirements
- High school diploma or equivalent is required, college degree preferred.
- DOI P&C License preferred.
- Knowledge of AMS and/or Epic system desirable.
- Good listening skills and attention to detail are important.
- Knowledge of personal lines insurance and products is essential.
Benefits
- Competitive salary
- Generous benefit package
- PTO and holiday pay
- Employee wellness and stress relief programs
- Opportunities to give back to your community
- Paid training
- Continued education support
- Company-sponsored stress management programs/activities
Company Culture
We are entrepreneurial, positive, team oriented, collaborative, creative, and wellness focused. Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others. We pursue people who value integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun. We recognize that our industry has more work to do in advancing diversity and inclusion and aim to become the north star others can look to for direction as we advance together.
Qualified applications with arrest or conviction records will be considered for employment.