Personal Lines Insurance Account Manager

2 months ago

Virginia Beach, United States Choice Insurance Agency Full time
Job DescriptionJob Description

We are seeking a highly driven, ethical, knowledgeable, and organized Personal Lines Account Manager to join our growing team. If you are motivated by interacting with people and passionate about unlimited opportunities, then Choice may be the perfect company for you. In this position, you will be the main contact for clients. You will establish, maintain, and enhance client relationships to resolve issues and retain customers. Meets service delivery standards and performs essential functions to the quality and service standards developed by our agency. Experience with mid-sized to large market accounts is desired.


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Paid Bereavement

Paid Holidays

Gym Membership Reimbursement


Responsibilities
  • Work as an efficient team with agency producers to assemble, market, and place coverage for new clients.
  • Assists clients with coverage; uses each contact with the client as an opportunity to review the whole account
  • Provides technical support to producers to benefit clients and to reach producers and the agencys strategic business goals.
  • Prepares proposals and completes applications in coordination with producers; submits applications to eligible and appropriate carriers; obtains client signatures on all applications; follows up to ensure timely receipt of quotations and policies.
  • Review current policy information with clients and make coverage recommendations
  • Process Insured policy change requests
  • Follow up to ensure the accuracy of endorsements processed by the carrier
  • Underwrite, rewrite, re-quote, reinstate, and cancel existing policies on behalf of the insured
  • Obtain all underwriting information and/or any trailing documentation from the client on behalf of the carrier
  • Notate all interactions with Insureds in the agency-client management system
  • Process Insured payments and review billing accounts with insureds
  • Maintain client files in the client management system
  • Furnish clients with requests for proof of insurance (certificates of insurance, binders, policies, endorsements, ID cards, declaration pages, and evidence of commercial property forms)
  • Deliver client correspondence via Email/USPS

Requirements

Experience and Additional Competencies:

  • 5+ years experience as a Commercial Lines Service Agent or Account Manager
  • Active Property and Casualty License
  • Experience with Mid-Size to Large market accounts
  • Advanced knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospect lists.
  • Proficient with Microsoft Office Outlook, Word, Excel
  • Knowledge of or willing to learn EPIC system
  • Full knowledge of insurance products and usages.
  • Ability to utilize computer programs and understand functionality.
  • Working knowledge of all Commercial Lines insurance, insurance agency operations, coverage, applications, rates, markets, and applicable insurance laws/codes/regulations.
  • Exceptional interpersonal skills
  • Friendly and professional demeanor


Education:

  • High School Diploma required, associate or bachelor's degree for Advancement


Job Applicant Must Exhibit the Following Skills:

  • Ability to communicate orally and in writing with others to explain complex issues.
  • Ability to receive and interpret complex information and respond appropriately.
  • Thorough, and detail-oriented to manage multiple clients, tasks, and requests
  • Ability to add, subtract, multiply, and divide whole numbers, and to accurately perform simple calculations involving decimals and fractions.
  • Professional, committed, and self-motivated with the ability to focus on daily tasks
  • Self-Starter
  • Motivated and willing to learn
  • Team Player
  • Organized

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