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, 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.