Personal Lines Account Manager
4 weeks ago
At World Insurance Associates, we are seeking a highly skilled Personal Lines Account Manager to join our team. As a key member of our organization, you will be responsible for supporting our Account Executives in client management and retention.
Key Responsibilities:
- Assist insurance producers in servicing client needs
- Support Account Managers in effectively managing a high volume of work, ensuring all required tasks are completed accurately and on-time
- Make changes to existing policies in Epic and on carrier sites (adding/replacing car, mortgagee change, coverage changes, etc.)
- Handle renewals, service requests, claims, billing, and new policies
- Review all applications, policies, endorsements, and audits for accuracy
- Coordinate expiration lists with department managers to obtain renewal business information
- Grow client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication
Requirements:
- Bachelor's degree or equivalent work experience, preferred
- Two years minimum Personal Lines account management or support experience required
- Property & Casualty License required, or agreement to obtain within 3-6 months of employment
- Possess strong administrative and computing skills, including Microsoft Office (Word, Excel, and PowerPoint)
- Applied/Epic or similar agency management software experience, preferred
- Able to work independently and enjoy a high degree of interaction with team members
- Self-motivated and driven, with a sense of urgency and ability to work with and meet deadlines
- Demonstrate effective written and verbal communication, including the ability to actively listen and problem-solve with minimal assistance
- The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information
- Ability to maintain a professional demeanor and positive attitude
Equal Employment Opportunity:
At World Insurance Associates, we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, we make reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
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