PL Account Manager

About the role

A PL Account Manager is part of our Personal Lines Production Team. They perform a wide range of duties to support the team and contribute to the growth of our agency by providing professional service for our clients. The ideal candidate will enjoy interacting with clients through email, phone conversations, and in-person visits.

Responsibilities

• Post payments received from clients in AMS360 and the insurance carrier system.
• Communicate and provide service to clients via phone, email, in person, or virtually.
• Direct clients to Service Centers when appropriate (e.g., Nationwide, Safeco, other carriers).
• Log activities for all client and carrier communications and set suspense for any item that requires follow-up.
• Receive change requests from clients, submit those requests to the appropriate insurance carrier, and confirm in writing to the client.
• Report all new claims to the company the same day they are notified, following claim handling procedures.
• Review suspense items daily and address all outstanding items.
• Process endorsements according to procedures.
• Respond to correspondence received by underwriters.
• Complete stewardships with clients each week.
• Report significant account activity (cancellations, non-renewals, underwriting information) to the Account Executive and/or PL Service Manager.
• Provide reception services by warmly greeting visitors to the agency.
• Assist in projects, tasks, or transfer of business to help the PL Department achieve its objectives.
• Cross-sell additional coverage or set appointments for Account Executive(s).
• Perform other duties as assigned.