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.