Receive phone calls and office visitors regarding changes to existing and or new policies
Determine acceptability and placement, make recommendations, complete applications or endorsements requests and collect premium where applicable
Inform, educate and make recommendations to clients about policy coverage, changes, exclusions and insurance coverage needs
Handle all client, producer, and insurer service requests
Maintain and develop advanced knowledge of underwriting and rating procedures for all types of policies
Maintain and further cultivate agency relationships with underwriters
Review existing accounts to determine if an additional line of insurance or coverages of insurance should be recommended
Mentor team members with emphasis on culture and morale
High level agency management system tasks, accounting and claim management tasks
Execute processes outlined in procedure manual
Perform other duties as requested including exercising discretion and judgment prioritizing workload

Property and Casualty License must be obtained within 75 days of the first day of New Hire Onboarding
Must have strong personal lines technical knowledge
minimum 7 years’ experience
Preferred Experience working with agency management systems
Proficient skill level in Microsoft Office Suite

Personal Lines Account Manager

About this role