Current Openings

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, coverages, and industry operations.
  • Ability to multi task and prioritize with numerous interruptions.
  • Intermediate computer skills – knowledge of word processing, spreadsheets, and emails required. Knowledge of Epic agency management system a plus.