Personal Lines Account Manager

1 month ago


Rochester, Michigan, United States World Insurance Associates, LLC. Full time
Job Title: Personal Lines Account Manager

At World Insurance Associates, LLC., we are seeking a highly skilled Personal Lines Account Manager to join our team. As a key member of our organization, you will be responsible for supporting our Account Executives with client management and retention.

Key Responsibilities:

Assist insurance producers in servicing client needs
Support Account Manager(s) in effectively managing a high volume of work, ensuring all required tasks are completed accurately and on-time
Changes to existing policies in Epic and on carrier site (adding/replacing car, mortgagee change, coverage changes, etc.)
Handle renewals, service requests, claims, billing and new policies
Review all applications, policies, endorsements and audits for accuracy · Coordinate expiration list with department manager to obtain renewal business information
Grow client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication

Requirements:

Bachelor's degree or equivalent work experience, preferred
Two years minimum Personal Lines account management or support experience required
Property & Casualty License required, or agreement to obtain within 3-6 months of employment
Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)
Applied/Epic or similar agency management software experience, preferred.
Able to work independently and enjoy a high degree of interaction with team members.
Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines.
Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance.
The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information.
Ability to maintain a professional demeanor and positive attitude

Equal Employment Opportunity:

At World Insurance Associates, LLC., we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, we make reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

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