Personal Lines Account Manager

Job Description

Job Description

About Us

Guy Hurley, LLC is a leading insurance agency based in Rochester Hills, Michigan, specializing in comprehensive insurance and bonding solutions for businesses and our personal lines clients. As insurance professionals, we are committed to helping people just like you find solutions for all your insurance needs. Once we understand your policy needs and goals, we'll work to develop a program tailored to you. Today’s environment can bring concerns, and even, dangers. That's why we work closely with our clients to anticipate these challenges and address them before they happen. Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have questions about which insurance policies are right for you, sound decisions are vital in helping you pursue your goals and protect your future. For many, understanding every aspect of the insurance space can be daunting. We recognize that everyone encounters challenges along the way and strive to anticipate those situations as they occur. Our only goal is to keep you and your loved ones protected with the policies you need.

Personal Lines Account Manager

Job Summary :

Under the direction of the Personal Lines Manager, manage the servicing of an assigned book of business in the Personal Lines Department to ensure clients receive prompt, accurate and professional solutions. Tasks include discussing renewals with clients, re-marketing renewals, providing overall account servicing to assigned clients, verifying, and maintaining account accuracy, and billing and payment processing duties.

Principal Duties & Responsibilities :

• Manage the servicing of an assigned book of business in the Personal Lines Department
• Discuss renewals with clients both verbally and via email
• Re-market renewals utilizing the PL Rating comparative rater platform
• Review daily download reports and identify issues needing to be rectified
• Attend both virtual and in-person meetings with the Personal Lines team to collaborate and stay current on carrier and industry trends
• Quoting and binding policy re-writes when applicable, and keeping Account Executives / Producers informed
• When applicable, assist with New Business quoting, and cross sell homeowners, auto, umbrella, and specialty Personal Lines products with existing clients
• Provide coverage insight to help clients understand their portfolio
• Build relationships with carrier Underwriters and act as an intermediary between the client and carrier
• Obtain client payment methods and process payments accordingly
• Provide clients with resolutions to billing related questions
• Create and maintain account details in AMS360
• Perform administrative / clerical duties including filing, copying, processing mail, creating spreadsheets, etc.
• Process endorsements on existing policies
• Field incoming phone calls and contact clients by email and phone to clarify, provide, or acquire necessary information
• Maintain the confidentiality of all client and organizational data
• Demonstrate integrity, self-accountability, honesty, and a positive attitude toward clients, other staff, management, and business contacts in performing the duties and responsibilities of the position
• Perform other duties as assigned

Knowledge, Skills & Abilities :

Working Environment :

Hours : Monday-Friday, 8 : 30am-5 : 00pm (Flexible)

Office Locations : 33215 Grand River Avenue, Farmington, MI 48336 or 989 East South Boulevard, Suite 200, Rochester Hills, MI 48307

Benefits :

No Solicitation Notification to Agencies : Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.