Personal Lines Account Manager

Role Overview

• responsible for day-to-day management of their assigned book of business
• works closely and collaboratively with the internal service team, Client Executives to ensure service deliverables meet and exceed client expectations
• serves as the clients’ main point of contact for any benefit-related service needs
• assist Account Executive in marketing and servicing clients within the account team
• build relationships with clients and have the ability to answer basic insurance questions
• maintain appropriate business contact with client
• assist with issuing insurance binders
• process invoices for both new and renewal policies
• process change requests from client, setting an activity for receipt of the endorsement from the insurance carrier
• process received endorsements, check for accuracy, invoice and send to client with clear explanation of change
• check and invoice premium audits. Send to client with clear explanation of additional or return premium
• update the Applied/Epic system and the shared drive to reflect changes during the coverage term
• order loss runs for renewal submissions and prepare loss summaries
• generate ID cards and certificates of insurance
• complete surplus lines filings
• complete preliminary policy checking for all accounts and submit change requests to the underwriter
• follow up on open activities
• obtain flood zone determinations and NFIP quotes where applicable
• all other duties and projects as assigned

Requirements

• Brokers License Preferred
• 2-3 years of insurance experience
• Basic knowledge of Property and Casualty insurance coverage
• Proficiency in Microsoft Outlook Word, Excel and PowerPoint
• Ability to navigate vendor or agency management systems as applicable
• Proficiency in Applied / Epic or ability to learn these programs
• Knowledge of Adobe Acrobat is a plus.
• Ability to manage client needs and multiple tasks
• Good organization skills
• Attention to accuracy and detail
• May require lifting up to 25 pounds.

Benefits

• health, wellbeing, retirement, and other financial benefits
• paid time off
• overtime pay for non-exempt employees
• robust learning and development programs
• reimbursement of job-related expenses per the company policy
• employee perks and discounts