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Personal Lines Account Manager

4 months ago

Kalamazoo, United States Nulty Insurance Full time
Job DescriptionJob Description

About Us

Nulty Insurance began serving local Michigan communities in 1945 when founder Greg Nulty opened the doors in Otsego. Back then, his focus was on farm products and personal insurance. But over the years, as the company has grown and each generation has taken their place in the family business, they’ve brought new innovations to the business, as well as a shared passion for helping people. In addition to our office in Ostego, we’ve expanded with three other offices in Kalamazoo, Buchanan and Iron Mountain to offer personal and business insurance, as well as employee benefits solutions.

Nulty Insurance offers the best of two worlds. We’re small enough to care about the details of every single policy we sell, and we’re large enough to work with the best insurance companies and utilize the best technology and risk management techniques – allowing us to better serve our clients. We work hard to understand our clients’ needs and respond to them with innovative and highly individualized solutions. Our goal is to truly partner with our clients — no matter how large or small they may be. We use our education and knowledge in service of our clients to help them make the best decision for their circumstances and to build a relationship with them that lasts for years.


Personal Lines Account Manager


Summary:

Performs essential duties and responsibilities, which include supporting the service needs of the clients. Meets sales, service and quality standards set by the personal lines department. Other duties may be assigned.


Customer Service Duties:

  • Review current client coverages and recommend changes in coverage and in markets to ensure high quality service.
  • Assist clients with making coverage changes and complete all service requests for clients.
  • Inform clients of policy changes, exclusions of coverage and insurance coverage needs. Explain coverages and exclusions to clients.
  • Generate documents and produce correspondence to satisfy client service requests or to provide automated information, as needed by client.
  • As a back-up to Claims Specialist assist clients in submitting first reports of claims. Facilitate prompt response from company staff and follow up on claims status to keep insured informed and to work toward settlement of claim.
  • Communicate with companies as needed.
  • All information obtained from clients or prospects must be kept complete confidential and only shared with other agency personnel and insurance companies on a need-to-know basis.
  • Front desk back-up as needed.

Sales Duties:

  • Round out current accounts by selling additional coverages and policies.
  • Quote and prepare applications for new accounts.
  • Create and implement marketing plans to solicit new business.

Processing Duties:

  • Process incoming mail requests.
  • Maintenance suspense items in a timely manner.
  • Document all activities in agency management system.
  • Work closely with accounting department to handle any type of agency billed questions/concerns.
  • Prepare applications for new and remarketed business to be uploaded and mailed to companies.

Education/Training Duties:

  • Stay well informed of insurance company(s) changes in coverages, personnel and procedures.
  • Maintain continuing education credits mandated by the State of Michigan.

Qualifications:

  • High School Diploma or GED required
  • 1-3 years of personal lines insurance experience; experience with high-net-worth clients a plus
  • Michigan Property & Casualty License highly desired, or the ability to obtain license
  • Working knowledge of Applied Epic; will consider experience with other agency management systems software
  • Proficiency with MS Office Suite
  • Ability to balance team and individual responsibilities
  • Excellent verbal and written communication skills
  • Exemplary customer service skills
  • Strong organizational, analytical and problem-solving skills
  • High attention to detail; demonstrates accuracy and thoroughness

Hours: Monday-Friday, 8:00am-5:00pm (Hybrid Work Schedule)


Office Location: 5579 Stadium Drive, Kalamazoo, MI 49009


Benefits:

  • Competitive Compensation
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Disability insurance
  • 401(k)
  • Paid time off
  • Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.