Personal Account Manager

Benefits:

401(k)

401(k) matching

Competitive salary

Dental insurance

Flexible schedule

Health insurance

Paid time off

COMPANY INFORMATION

Organization Name: Aparicio, Walker & Seeling, Inc. About Our Organization: AWS Insurance, serving the Gulf Coast region, provides services in all aspects of insurance including commercial business insurance, risk management, car insurance, home or property insurance, flood insurance, natural disaster, marine insurance, liability insurance, employee health benefits, and payroll services. We offer our employees excellent health benefits to attract and retain high-quality employees. Website: https://awsinsurance.com/

Position Title: Personal Account Manager

Hiring Manager Job Title: Personal Lines Manager

Employment Status: Full-time Regular Primary Location: Metairie, LA

JOB SUMMARY Assists Producers and manage internal house accounts by providing all processing duties associated with servicing a book of business, including, reviewing, and issuing Evidence of Insurance, processing renewals, policies and change requests, invoicing, and online rating.

ESSENTIAL JOB FUNCTIONS These duties include but are not limited to:

Handles typical account service activity including processing mail, endorsements, ordering MVR’s & elevation certificates, creating finance agreements, invoicing, etc.

Renew and Bind insurance renewals

Performs functions on agency management system proficiently

Responsible for the processing and review of new and renewal policies within thirty (30) days of receipt.

Responsible for the preparation & expedited issuance of all requested Certificates of Insurance & Evidence of Property

Responsible for online rating and preparation of proposals as requested

Review of client contracts to ensure compliance with existing coverage, to identify additional uninsured exposures and to ensure client is avoiding unnecessary transfer of liability where possible.

Assists with preparation of new and renewal client files as requested

Maintains working knowledge of all rating products and processes

Assists with filing claims and aiding in claim resolution as necessary

Assists in the preparation of Summaries of Insurance and Statement of Values as requested

Assists in the preparation of Premium Breakdowns as requested

Performs additional assigned duties as necessary

QUALIFICATIONS/REQUIREMENTS:

At a minimum, applicants will need:

High school diploma or General Education Degree (GED)

Louisiana Property and Causality Licensed Agent

3+ years of personal lines customer service experience.

1+ year(s) of experience with personal online rating

Prior experience with data analytics skills and Applied’s EPIC Management System is preferred

Proficiency with Microsoft Office Suite, specifically Word, Excel, and Outlook

Proficiency in Adobe Acrobat Pro

Excellent oral and written communication skills

Possess the following team player characteristics, collaborative, dependable and reliable, flexible, consistency, and communicative

Ability to self-direct learning as necessary

Detail oriented nature with strong ability to multi-task and prioritize work

Ability to learn, analyze and make recommendations specific to client needs

Strong interpersonal skills to build rapport with customers and underwriters

Highly effective communication and negotiation skills

Service clients effectively and efficiently through active listening, time management, and problem solving

Ability to provide discretion, confidentiality, diplomacy, and tactfulness with respect to both agency and client information

Competency in delegating, interacting with and collaborating with a variety of colleagues and underwriters

Ability to always maintain and exhibit positive and professional attitude, treating clients, prospects, colleagues, and underwriters with respect.

Willingness to work beyond scheduled hours, as necessary, to ensure client satisfaction and to meet agency retention and growth goals.

Technology savvy

CLOSING This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

The company is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.

Flexible work from home options available.