Personal Lines Account Manager

Job Description

Personal Lines Account Manager

Job Summary

Ready for a rewarding career? If so, an independent agency is looking for a Personal Lines Account Manager with the ability to foster strong client relationships, navigate insurance policies, and deliver top-notch service. If you're a dedicated professional with a passion for insurance and a commitment to excellence, this is your opportunity to excel.

Responsibilities

Provide A-Z servicing for a book of business, including handling new business, renewals, endorsements, and cancellations.Build and maintain strong, trust-based relationships with clients.Provide consistent, accurate, and timely communication through verbal and written correspondence.Conduct meetings with clients to understand their unique needs and address any concerns.Provide expert guidance to clients by offering tailored insurance solutions.Inform and educate clients about coverage, exclusions, and potential exposures.Utilize agency-specific software for processing all client transactions and maintaining accurate records.Work closely with underwriters to negotiate and secure favorable terms and pricing for clients.Create proposals, prepare applications, and bind coverage for clients.Process new and renewal policies, ensuring accuracy in issuance.Handle endorsement requests efficiently, whether through carriers' online systems or by submitting endorsements to the insurance company.Manage policy renewals, ensuring clients remain adequately covered.Document all client interactions, conversations, and important details within the agency management system.Manage billing-related tasks, including setting up billing plans, resolving billing issues, and processing payments.Prepare agency-bill invoices when necessary and diligently follow up on client payments.Process Evidences of Insurance accurately and within established timelines.Report new claims promptly and assist clients throughout the claims process, ensuring a smooth experience.Handle policy cancellations in accordance with company guidelines while making every effort to retain clients and save accounts.Demonstrate adaptability and a willingness to take on other relevant duties assigned to contribute to the agency's overall success.

Qualifications/Requirements

Knowledge and understanding of various insurance coverages, policies, and terms.Excellent written and verbal communication skills.The ability to convey complex insurance information in a clear and understandable manner.Strong organizational and prioritization skills.Proven ability to build and maintain positive client relationships.Keen attention to detail when reviewing policies and documents.Ability to analyze complex insurance situations and propose effective solutions.Holds an active Property and Casualty (P&C) Insurance License.Preferred Agency Management System Experience: AMS2+ years of relevant insurance industry experience preferred.Previous experience in personal lines account management.Above average computer skills with the capacity to master essential software programs.Prior Excess Market experience is a plus.

Compensation Package

Excellent opportunities for professional growth and advancement.Competitive compensation: Between $50k-$60k (based on experience).Paid time off and company holidays.Comprehensive benefits package, including health, dental, vision, 401(k), and more.Hybrid work schedule available after training period.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.