Personal Lines Account Manager

2 weeks ago

Northampton MA, United States Alera Group Full time

 

This position is responsible for servicing a designated segment of Personal Lines accounts (auto, homeowners, excess lines). Our goal is to provide personlized assistance to all clients. For your group of accounts, you will be required to review and advise on new business, renewals, and endorsements. Account rounding / soliciting other lines of insurance is expected to help with agency growth. Writing new policies for existing clients and, at times, clients new to the agency is required. You will assist customers with claims and billing questions as well. The Personal Lines dept. stresses the importance of teamwork. You will be expected to assist all Personal Lines clients of the agency, including those outside your designated assigned group. Retention is our primary goal, therefore, we strive to provide exceptional customer service to all our clients with courtesy and professionalism.


  • Customer Service

Servicing any Personal Lines client as needed with respect to calls, emails, faxes, mail, office visits.

  • New Business

Will write new Personal Lines policies for existing and new clients as needed. This includes quoting, application preparation, completion of RTAs and binders if needed, policy issuance, and posting of down payments.

  • Policy Change Requests

Will discuss and advise policy change requests with client and set up for processing by the Personal Lines Processor. Account Manager to process as needed.

  • Account Rounding

Will ask current clients for the opportunity to quote other lines of insurance for them and will complete the new business process if successful.

  • Data Entry/File Maintenance

Will document all activity on account in agency management system. This will include phone and in-person conversations with client, conversations with a company representative, and action taken on a mail item. Will scan and attach all paper and email correspondence to client file. Will also set up new policies, create suspense notes, and create policy change requests. Will renew surplus lines policies which do not download and update policy information.

  • Retention

Reviewing renewal policies, making suggestions to clients, and remarketing if necessary to retain the business.

  • Claims

Will guide clients with the claims reporting process and will be available to assist with client questions throughout the claim which may include calls/emails to company claim reps., or adjusters.

  • Electronic Mailboxes

Addressing / responding to mail of team in shared electronic mailbox so as to remain current in workload. Forwarding mail that has been agreed upon to Personal Lines Processors to handle.

  • Teamwork

Assisting Personal Lines account managers with clients and workload as needed.


 

Education and Experience
  • At least 1 year of Personal Lines insurance experience is preferred but willing to train an inexperienced desirable candidate.
  • High School degree is required. Some college is desirable

..PandoLogic. Category:Insurance, Keywords:Insurance Account Manager, Location:NORTHAMPTON, MA-01061

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