Account Manager - Personal Lines
Candidates interested in this position should be able to assist clients with personal lines coverage; work closely with companies to write and maintain business.
RESPONSIBILITIES:
- Assist and educate clients regarding insurance coverage and exclusions, billing, and policies available by telephone, email, or visits to the agency
- Underwrite and place new accounts; round out current client portfolio
- Quote coverage with our carriers, issue new business, make changes to policies and obtain rates for additional coverage
- Take claim reports and submit internally for processing
- Maintain computer files on clients and detail activities regarding customer contact; maintain active records on company and insured activities
- Access carrier websites for issuing policy changes and new business
- Work with producers on new accounts or changes to existing accounts; keep producers fully informed of important activities on their accounts
- Review terminations and cancellations to determine action to be taken
- Process renewals and remarkets
- Handle premium payment transactions
MINIMUM QUALIFICATIONS:
- P&C License
- CISR or CIC Designation a plus
- Knowledge of insurance products and usage including rating procedures, coverage, and industry operations
- Able to multi-task and prioritize with numerous interruptions
- Intermediate computer skills – knowledge of word processing, spreadsheets, and email required. Knowledge of Epic agency management system is a plus.