Personal Lines Account Manager (53739)

Personal Lines Account Manager

First State Insurance Agency Company Info

First State Insurance Agency is a subsidiary of First State Bancshares. This means we have a whole family of support and a large backing. We are a growing insurance and financial services organization serving most states across the nation. Our home office is in Farmington, MO with numerous locations throughout Missouri.

Make a Positive Impact

We are looking for a Personal Lines Account Manager focused on building relationships through amazing service and communication skills. Must have a passion for helping customers become educated when making insurance-buying decisions. The key to this position is a strong working relationship with the producers.

Responsibilities in Accordance with Our Corporate Values

Professionalism

• Build Customer relationships with a sense of responsiveness and sense of urgency.
• Maintain confidentiality in all dealings with clients and within the agency
• Coordinate with other departments for soliciting additional coverage not carried by the agency

Accountability

• Deliver “Renewal Information” to producers and account manager on a timely basis (30 days prior to renewal)
• Assist Senior AM in reviewing and updating all monthly reports distributed by accounting

Initiative

• Review and analyze existing coverages on expiring policies to determine unprotected or inadequately protected exposures
• Work with producer to prepare updated applications and submit to carriers for marketing for both new business and renewals as instructed
• Provide direction to CSR on the preparation of policies for delivery per instruction from Producer or Senior AM+
• Document all transactions, activities and communications in management system

Adaptability

• Handle customer and underwriting inquiries. Notify producer of important changes/issues and determine with producer if you or the producer should communicate or obtain needed information with/from a client or underwriter
• Obtain and review information concerning coverages desired from producers and clients on renewal. Provide direction to CSR if needed to key into management system

What You Can Expect

• Competitive pay and benefits package - with variable compensation program based on team performance
• 401(k) with generous employer match benefit
• Helpful, qualified, and available leadership
• A caring, stable work environment

Qualifications

• Strong computer skills showing proficiency in Microsoft Office
• 3 to 4 years' industry specific experience preferred
• Willingness to pass/maintain Commercial Lines Insurance License
• Insurance designations a plus: CISR, CIC, CPCU, CLU, etc.
• Exceptional written and verbal communication and customer service skills
• Strong sense of punctuality & attendance
• Should be open-minded, a fast learner, enthusiastic, and adaptable