Responsible for making changes to customer accounts within carrier guidelines
Remarket current personal lines business when necessary
Round current accounts with additional products to help retain book of business
Solicit, refer, and evaluate new insurance clients
Obtain and process information/documentation from carriers
Service existing accounts including but not limited to payments, changes, claims, and requotes
Log all activities in agency management system
Maintain records, reports, and files as applicable
Answer customer inquiries regarding coverage, changes, claims, etc.
Handle overflow of new business when needed
Assist Producer(s) when needed

High school diploma or equivalent required
3 years of previous personal lines insurance servicing & quoting experience highly preferred
Current Property & Casualty Insurance License in required lines (or ability to obtain license within 90 days of obtaining role)
Maintain & foster positive relationships with customers and business partners
Complete all assigned training in a timely manner
Provide professional communication in both oral & written expression
Excellent organizational, time management & analytical skills
Able to communicate and negotiate effectively
High degree of dependability
Able to effectively problem solve
Strong computer skills required such as Excel and Word
Ability to handle highly sensitive information, maintaining confidentiality of customers personal information
Ability to work with minimal supervision

Maintain required disclosure postings and licensing (continuing education, etc.)
Attend all required meetings/trainings
Flexible work arrangements

Personal Lines Account Manager

Key skills