Personal Lines Account Manager Professional
2 days ago
Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. We offer a wide variety of insurance and financial products, making us one of the largest independent agencies in the country.
Salary Range">The estimated annual salary for this position is between $45,000 and $65,000, depending on experience and qualifications.
Job Description">This is an ideal opportunity to work at a growing organization with a strong family culture. As a Personal Lines Account Manager within the Shepherd family, you will assist insurance advisors in handling and processing new and renewal personal lines business according to Agency procedures and guidelines.
You will provide a high level of support in obtaining, maintaining, expanding, and servicing personal accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested.
Responsibilities">- ">
- Provide positive, prompt, and accurate service to clients.">
- Assist in marketing new and renewal business.">
- Evaluate premiums, prepare proposals, presentation packets, and maintain underwriting and marketing information by carrier.">
- Assist advisors and cross-selling and account rounding.">
- Receive phone calls from clients and companies regarding policy coverage, claims or administrative needs: comply with the request and/or refer to the advisor when necessary.">
- Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.">
To be successful in this role, you should have:
">- ">
- At least two (2) years' experience in a similar position.">
- Required state licensing certification.">
- A high school diploma or equivalent (GED) is required; a college degree is preferred but not necessary.">
- A strong understanding of personal lines insurance coverages, forms, procedures, and policy rating systems.">
- Familiarity with a variety of computer software applications, including Microsoft Office products (Word, Excel, Outlook, PowerPoint), and agency & document managing system.">
We offer a competitive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.
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