Personal Lines Account Manager 1

POSITION SUMMARY

The Account Manager is responsible for the day-to-day management of a personal lines book of business. The Account Manager should be able to manage their assigned accounts and interact with all departments to ensure a great customer and employee experience.

 

  MAJOR JOB RESPONSIBILITIES 

•    Responsible for maintaining and managing a book of business in accordance with the Agency’s re-newal timeline 
•    Assists clients in making appropriate coverage changes and informs and educates clients about coverage, exclusions and exposures 
•    Submit renewal applications, coverage specifications, to the marketplace and negotiate directly with the carriers 
•    Maintain appropriate level of communication with clients and fellow colleagues
•    Be proactive and organized in the renewal process to exceed client expectations 
•    Adhere to internal processes, timelines, and protocols 
•    Generate proposals, issue  binders and auto ID cards, input billing, process policy changes, policy summaries, coverage reviews, and suspense follow up 
•    Check policy coverages and endorsements for accuracy 
•    Account rounding of new business for existing clients
•    Work and collaborate within a team environment
•    Other duties as assigned 

 

SKILLS AND TRAINING

• Must be well-organized, with excellent math, written and oral communication skills.
• Service oriented, team player who has attention to detail.
• Ability to thrive in a fast-paced, proactive environment.
• Critical thinking and good judgment to quickly determine and prioritize key issues
• Strong technical skills for data entry, Word, and Excel a plus

 

EDUCATION 

• College Degree preferred or the equivalent of 2+ years in a retail brokerage or agency.
• Proficiency in AMS360 is a plus!

 

  WORK EXPERIENCE 

      3 years experience commensurate with job function

 

  LICENSES AND/OR CERTIFICATES

        Licenses and Certifications                                                              Expiration Date

• Must be willing to obtain a Property & Casualty license

       

WORKING CONDITIONS

Work is performed in a normal office environment.  Noise levels are usually moderate. 

 

HAZARDS

The hazards are mainly those present in a normal office setting.             

 

This job description may not be all-inclusive.  Employees are expected to perform other duties as assigned and directed by management.  Job descriptions and duties may be modified when deemed appropriate by management.