Personal Lines Account Manager

Role Overview

• This position is responsible for servicing a book of business in a timely, accurate and positive manner with the input of the producer on the account, if a producer is on the account.
• Renewal & New Business: May initiate or attend meetings with the producer(s) to discuss marketing plans for accounts that expire up to 120 days in advance.
• On accounts where requested, reviews expiring exposure and requests exposure updates from the clients; on new business enters completed applications in EPIC provided by the producer.
• In coordination with the producer, if one is present, prepares and sends out submissions to markets and/or quote products on-line.
• Review quotes, make recommendations, and verify that coverages are as requested and prepare proposal; Bind Coverage with carrier prior to expiration; invoice all accounts within the month they are incepted; Ensure Auto ID’s are issued in advance of renewal. Prepare and issue renewal certificates.
• Process automatic renewals from companies in advance of expiration; Work with Processor(s) to prepare policies to send being sure to check work prepared; Prepare summaries and complete policy checks.
• Responsible for resolving accounting discrepancies to producers and clients. Works with producer(s) to manage accounts receivable; paying particular attention to balances over 90 days old.
• Requests and tracks the processing of policy changes and endorsements; works with Processor(s)/Assistants in execution of this process. Ensures the accuracy of information in the Agency Management System; Issues certificates within 24 hours and Auto ID Cards Orders Loss Runs when necessary; works with claims adjuster to assist in handling of claims as needed.
• Responsible for the accuracy of work given to Processor(s). Processes endorsements w/ assistance from Processor(s). Maintains positive and professional working relationships with clients, carriers and other employees in the office.

Requirements

• High School education required with college degree preferred or equivalent experience &/or education
• Good working knowledge of Personal Property/Casualty coverages.
• Current insurance license and should be working toward or hold the CISR designation
• Typically has at least one year of experience in a processor P/L role
• Ability to work with computer technology including use of Word and Excel or other relevant programs.
• Ability to operate computers and general office equipment
• Aptitude for accuracy in mathematical calculations
• Demonstrates professional tactful negotiation and persuasion skills to achieve objectives.
• Organizational and Time Management skills to prioritize workloads and meet deadlines.
• Keep up with continuing education requirements for licensing.
• Above average verbal, written and interpersonal skills to interact with associates at all levels of responsibility.

Benefits

• Health insurance
• Retirement plans
• Paid time off
• Flexible work arrangements
• Professional development