INSURANCE (Personal Lines) Account Manager

2 months ago

McLean, United States SAHOURI INSURANCE & FINANCIAL Full time
Job DescriptionJob DescriptionSahouri Insurance & Financial is a privately-held insurance agency headquartered in the heart of Tyson's Corner. As an all-lines insurance broker, Sahouri Insurance has been serving domestic and international communities with success since 1970.

We offer a wide range of insurance products and risk management services, including: Embassies & Diplomatic Missions, Commercial, Life and Disability, Employee Benefits and Private Clients.

Given that the agency is client-focused, customer experience is at the top of its priorities.

Sahouri's most valued asset is its people. Finding the right people is vital to providing a great customer service experience. Our human capital is our competitive advantage; it is what truly separates us from what the competition views as the industry standard for customer service.

As the recipients of the GOLD Stevie Award for Best in Customer Service, our standards for providing the best customer experience are extremely high.

Job Summary:

The Personal Lines-Account Manager will assist in handling the daily needs of our clientele, provide excellent and timely customer service and policy administration. This individual will also be responsible for reporting and processing claims, in addition to coordinating with various carrier adjusters and agency personnel. A successful candidate must be able to manage and renew a variety of personal lines industries, policy sizes and types.

Responsibilities:

  • Manage book of business for personal lines accounts per alphabetical split
  • Provide exceptional customer service by communicating with clients & carriers in a timely manner
  • Daily tracking of workload activities:
    • Policies’ endorsements: Assure the prompt processing of change requests and policy updates as they come in.
  • Client billing: Review the insurance premiums provided by the carriers and check their accuracy before billing clients (Detailed invoices must be provided to clients).
  • Certificates of insurance: Issue / Review certificates of insurance and related policy documents provided by Assistant Account Manager and send them to the clients and other certificates’ holders.
  • Claims: Assist clients at time of loss, file their claims and administer them by coordinating with the claims’ adjusters until claims are closed and payments are issued to clients.
  • Quote new business
  • Enter and update client policy information in management system (EPIC)
  • Update and organize client files and records
  • Responsible for all aspects of the renewal and marketing process
  • Maintain a high retention rate of existing clients; learn and recognize triggers based on customer behavior and engage with customers who request to terminate or downgrade coverage
  • Identify, compile and manage information regarding account renewal, cross-sell/ upsell opportunities
  • Assist with various special projects as needed to support the team and agency
  • Provide coverage assistance and consulting to clients as well as renewal reviews
  • Implement and manage the effective delivery of the Sahouri Service Promise.
  • Assist Account Executives with service

Qualifications and Requirements:

  • 3 - 5+ years’ experience in Personal Property & Casualty Insurance Agency along with comprehensive understanding of all Property & Casualty insurance coverages, underwriting, and rating concepts.
  • 2+ years of experience in customer service
  • Property & Casualty insurance license required
  • Bachelor’s degree preferred; significant work experience can substitute for the degree.
  • Proficient in Microsoft Word, Excel, PowerPoint, Access, and mail merges; email and web searches.
  • Professional presentation skills and problem-solving abilities
  • Must be able to read, analyze and reconcile premium related reports
  • The ability to work in a fast-paced environment where time-management and prioritization skills are essential.
  • Excellent verbal, written and communication skills.
  • Self-motivated with the ability to work effectively as part of a team or on individually-assigned tasks.
  • Experience with a client management database, preferably EPIC
  • Designation or willingness to acquire designation preferred

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