Personal Lines Account Manager

Major 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.
• 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.

Performance Expectations

• 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.

Qualifications

• Education requirement: High school diploma or equivalent is required, college degree preferred.
• Active DOI P&C License required.
• Knowledge of AMS360 and/or EPIC agency management system.
• Good listening skills, attention to detail, and a positive attitude are essential.
• Knowledge of commercial insurance and products.