Personal Lines Account Manager
4 weeks ago
The Personal Lines Account Manager is responsible for maintaining a high level of customer service to retain established accounts and to solicit new business as opportunity presents itself. This role requires a professional connection between clients, the agency, and company underwriter.
Key Responsibilities
Maintain a professional connection between clients, the agency, and company underwriter.
Review and process mail using personnel and procedures in place for support.
Respond to daily telephone calls and requests for: ID cards, Binder, BOR, cancellations, and reinstatements.
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.
Preparation of new business or renewal proposals as needed.
Communicate quotes to customers regarding policies, costs, consequences, and obligations.
Keep records of client activity documenting file with details for follow up.
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.
Process invoices to client.
Work with Accounting Department regarding insureds' billing and account current.
Requirements
Receive/Maintain appropriate agent licensing.
Ability to multitask.
Self-motivated.
Proficient in Microsoft Office, specifically Excel, Word, and PowerPoint.
Excellent oral and written communication skills.
Excellent customer relationship skills.
Positive, friendly, and professional attitude.
Work Environment
The work environment is usually low to moderate noise level. The employee is required to talk or hear, use hands or fingers, handle or feel objects, tools, or controls, and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.
United Insurance
United Insurance is an equal opportunity employer. We are committed to diversity and inclusion in the workplace. We are an affirmative action employer and are committed to working with and providing reasonable accommodations to individuals with disabilities. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional customer service.
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