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Personal Lines Account Manager

1 month ago

Portland, Maine, United States United Insurance Full time
Job Title: Personal Lines Account Manager

We are seeking a highly skilled and motivated Personal Lines Account Manager to join our team at United Insurance.

Job Summary

The Personal Lines Account Manager 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
  • 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.
  • Market new business and policy renewals, including preparation of applications, ratings, and forwarding to designated companies.
  • Prepare new business or renewal proposals as needed.
  • Communicate quotes to customers regarding policies, costs, consequences, and obligations.
  • Keep records of client activity, documenting files with details for follow-up.
  • Check monthly renewal lists, reviewing renewal policies and making changes to coverages as appropriate.
  • Process invoices to clients.
  • Work with the Accounting Department regarding insureds' billing and account current.
  • Perform other duties as assigned.
Requirements
  • Receive and 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 physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must 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. The noise level in the work environment is usually low to moderate.