Personal Lines Account Manager Job Description

 

 

Reports To:             Personal Lines Department

 

Status:                       Salaried Non-Exempt

 

Job Summary:       The Personal Lines Account Manager works closely with Producers, Carriers, and Client to perform the day-to-day maintenance and servicing of assigned accounts as well as grow their book of business.

 

Location:                      Newnan, Georgia

 

 

 

Primary Responsibilities:

 

• HIGH NET WORTH AND STANDAR LINES

 

·     Support agency sales efforts by developing complete submissions on new and renewal business and obtain quotes in conjunction with agency marketing procedures

 

·     Achieve agency account retention goals through proactive account rounding, and up - selling of limits and coverages.

 

·     Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client and/or Producer

 

·     Maintain client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines

 

·     Maintain control of renewal expiration lists, binders, audits, and aged receivables in accordance with agency guidelines

 

·     Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines

 

·     Review all items to be processed, to insure items were received as ordered

 

·     Participate in any special projects at management’s request

 

Personal and Organizational Development:

 

·     Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.

 

·     Maintains a cordial and effective relationship with clients, co -workers, carriers, vendors and other business contacts.

 

·     Participate in courses for insurance/sales skills.  Maintain current knowledge of underwriting requirements of carriers.  Keep current with industry trends by reading appropriate journals and company bulletins.

 

·     Interacts with others effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.

 

 

 

Salary:             Above Market

 

Benefits:          Above Market

 

Company Culture and Perks:  Above Market