Personal Lines Account Manager

Job Description

Job Description

Works with supervisor and staff to achieve departmental goals, to serve clients efficiently and professionally, and to maintain the knowledge necessary to carry out responsibilities.

Benefits

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Parental Leave

Life Insurance

Responsibilities

Discuss insurance needs and policy coverages with clients via phone, e-mail, written communication, and in person.

Document all communications and interactions with clients, carriers, and others in the computer system.

Address insureds questions and concerns regarding policies, coverage, and premium payments promptly via phone, e-mail, written communication, and in person.

Update and maintain accurate client data such as addresses, phone numbers, email addresses and other contact information.

Actively conduct account reviews.

Round and upsell client account coverage.

Communicate with company personnel regarding coverage availability via phone, e-mail, and written communication.

Initiate appropriate policy and endorsement issuance via in-house computer and internet, as well as any other supplemental forms, reports, etc.

Work with staff, supervisors, and management to institute and implement departmental policies and procedures.

Maintain compliance with all related company policies, standardized procedures, and regulations.

Continuing education to keep abreast of company, agency, and computer updates.

Any other duties as assigned.

Requirements

Minimum 2 years of Insurance Experience.

High School Diploma

Understanding of insurance work methods and procedures.

Ability to verbally effectively present information to clients, company, and agency staff.

Ability to be self-motivated, provide problem-solving capabilities and prioritize multiple tasks.

Commitment to the companys culture and established service standards.

Ability to deal with and show discretion in confidential matters.

25% availability to travel outside of 25-mile radius and report to any office.

Ability to sit, drive, bend, answer the phone, and perform computer input.