Personal Lines Account Manager

Job Description

Job Description

This position is responsible for servicing a book of business in a timely, accurate and positive manner with the input of the producer on the account, if a producer is on the account.

Benefits

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Retirement Plan

Life Insurance

Disability Insurance

Parental Leave

Hands on Training

Career Growth Opportunities

Responsibilities

• Provides proactive day-to-day customer service by anticipating customer needs and responding to their questions in a timely manner
• Makes necessary contacts both inside and outside the company in order to obtain the information requested by the customer
• Reviews customer exposures, loss experience, current coverages and recommends appropriate products and services on an annual basis
• Creates and presents renewal proposals to existing customers
• Communicates the customers needs and binding instructions to carriers
• Manages the customers accounts receivables to ensure timely collection of premiums and payments to carriers
• Utilizes the Agency Management System to enter and maintain all pertinent account information in an accurate and timely manner
• Regular and consistent attendance and punctuality is an essential function of the position
• Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Requirements