Personal Lines Account Manager
4 days ago
Maintain a high level of client satisfaction by delivering exceptional service and building strong relationships with our clients. Market and service accounts in accordance with our platform objectives and procedures. Contribute to the growth of our platform by achieving retention and renewal goals, proactively rounding accounts, upselling limits and coverages, and providing outstanding client service.
Responsibilities:- Develop and maintain a profitable book of business for the platform and carriers.
- Provide timely, professional, and accurate communication to clients, team members, carrier representatives, and underwriters.
- Work with clients to make informed decisions about limit and coverage changes, educate them about coverage, exclusions, and exposures, and consistently document in our agency management system.
- Complete all transactions, paperwork, mail, and internal processing for accounts.
- Prequalify insurance prospects for insurability and quality of risk.
- Survey loss exposures, needs, and possible uninsurable or difficult to insure exposures for clients.
- Complete applications and related documentation for submission to companies.
- Verify the accuracy of all endorsements and policies.
- Complete account renewal reviews and make recommendations to clients to provide them with effective coverage and/or more competitive pricing.
- Market account renewals and negotiate with company underwriters.
- Collect applicable down payments from clients for purchases of new and upgraded coverages and obtain signatures on all applications and supporting documentation for clients.
- Maintain confidentiality of client records and communication.
- Seek referrals from clients and follow through to help generate new business.
- Refer current and prospective clients to our Benefits Department and Commercial Insurance for solicitation of those lines of business.
- Coach and mentor junior members of the personal lines team, lead team meetings, and initiatives.
- Comply with agency standards, policies, and procedures.
- Demonstrated verbal and written communication skills, including correct grammar, spelling, and punctuation in correspondence.
- A high level of understanding of accounting or strong math skills.
- A high degree of critical thinking and problem-solving ability.
- Demonstrated attention to detail, producing outcomes with minimal errors.
- Ability to adapt well to change in direction and priority in a fast-paced environment.
- Ability to demonstrate advanced-level proficiency with a variety of technology, including MS Office.
- Knowledge of Agency Management Systems; Applied Epic a plus.
- Able to function independently and as part of a team.
- Complies with continuing education requirements for agent licensing as well as professional designations.
- Keeps informed regarding industry information, new production information, coverages, and technology to continually improve knowledge and stay current.
- Bachelor's degree and/or 5+ years of personal insurance experience or recognized equivalent is required.
- Hold and maintain appropriate state Property and Casualty Insurance License(s) or obtain within three (3) months of hire date.
- Maintain professional designations (CISR elite, AINS).
- Initiate, obtain, and maintain (API, AIS, CIC, or other advanced designations).
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