Personal Lines Account Manager
4 weeks ago
World Insurance Associates, LLC. is 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 the Account Executive with client management and retention.
Key Responsibilities- Assist insurance producers in servicing client needs and ensuring accurate and timely completion of tasks.
- Support Account Manager(s) in effectively managing a high volume of work, ensuring all required tasks are completed accurately and on-time.
- Make changes to existing policies in Epic and on carrier sites, including adding or replacing cars, mortgagee changes, and coverage changes.
- Handle renewals, service requests, claims, billing, and new policies with precision and attention to detail.
- Review all applications, policies, endorsements, and audits for accuracy and coordinate expiration lists with department managers to obtain renewal business information.
- Build strong relationships with clients by providing exceptional service, advocacy, and professional communication.
- 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.
- Strong administrative and computing skills, including Microsoft Office (Word, Excel, and PowerPoint).
- 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, with a sense of urgency and ability to work with and meet deadlines.
- Effective written and verbal communication skills, including the ability to actively listen and problem-solve with minimal assistance.
- The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information.
- Ability to maintain a professional demeanor and positive attitude.
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 origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. 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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