Manage and retain existing book of business.
Continuously achieve all audit and performance standards as outlined by leadership.
Follow-up to address customer needs and resolve any problems or issues.
Manage and maintain agency management system with current required information and documents on an ongoing basis.
Process daily mail and tasks, including faxes and e-mail, for assigned accounts.
Answer and process all telephone requests for assigned accounts.
Prepare billings and/or invoices on a timely basis.
Responsible for the end to end client service process such as, marketing, updating agency management system with final required documents.
Review daily, weekly, monthly reports such as expiration and daily downloads
Prepare customer renewals, including proposals and presentations while ensuring agreement with customer’s requests / requirements.

Insurance Producer license in good standing
High school diploma
Strong technical knowledge of the industry of expertise currently being targeted.
Proficient with MS Office Suite
Proficient knowledge use of office equipment
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality
Associate’s or bachelor’s degree (Preferred)
2+ years experience in a similar position (Preferred)

Personal Lines Account Manager

Key skills