Personal Lines Account Manager

Job Description

Report to:                Agency Owner


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.


Primary Responsibilities:


·     Support agency sales efforts by developing complete submissions on new and renewal business and obtain quotes in conjunction with agency marketing procedures, standard and high net worth markets.


·     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.


Location: Georgia


 


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