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

·     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.