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Personal Lines Account Manager

2 months ago

Portland, Maine, United States United Insurance Full time
Job Description

Job Summary:

United Insurance is seeking a highly skilled Personal Lines Account Manager to join our team. As a key member of our sales team, you will be responsible for maintaining a high level of customer service to retain established accounts and to solicit new business as opportunity presents itself.

Key Responsibilities:

  • Client Relationship Management: Maintain a professional connection between clients, the agency, and company underwriter.
  • Mail Processing: Review and process mail using personnel and procedures in place for support.
  • Customer Service: Respond to daily telephone calls and requests for ID cards, Binder, BOR, cancellations, and reinstatements.
  • Policy Amendments: Request policy amendments.
  • New Business and Policy Renewal Marketing: This includes preparation of application, rating, and forwarding to designated companies for the correct placement and coverages for each risk. Information is then communicated to the insured or prospective client.
  • Proposal Preparation: Prepare new business or renewal proposals as needed.
  • Quote Communication: Communicate quotes to customers regarding policies, costs, consequences, and obligations.
  • Record Keeping: Keep records of client activity documenting file with details for follow up.
  • Renewal Review: Check monthly renewal list which includes review of renewal policies, making any changes on coverages as appropriate. This also includes follow up to company for any policies not received by renewal date.
  • Invoice Processing: Process invoices to client.
  • Accounting Support: Work with Accounting Department regarding insureds' billing and account current.
  • Additional Duties: Performing other duties as assigned.

Requirements:

  • Agent Licensing: Receive/Maintain appropriate agent licensing.
  • Multitasking: Ability to multitask.
  • Self-Motivation: Self-motivated.
  • Microsoft Office Skills: Proficient in Microsoft Office, specifically Excel, Word, and PowerPoint.
  • Communication Skills: Excellent oral and written communication skills.
  • Customer Relationship Skills: Excellent customer relationship skills.
  • Attitude: Positive, friendly, and professional attitude.