Personal Lines Account Manager
Job Description
Job Description-Personal Lines Account Manager
Reports To: Personal Lines Department Manager
Position Summary: The Personal Lines Account Manager’s role is to be the primary point of contact for all customers within an assigned book of business. An initial book of business is assigned according to experience level, with the goal to improve efficiency in servicing said book, creating capacity to take on more clients while still maintaining the highest levels of customer service. It is a collaborative role, where AM’s are expected to communicate directly with the Producers on their accounts, so that the book of business managed is as enjoyable to service as it is profitable for the agency to maintain.
Responsibilities:
New Business
- Understands and adheres strictly to the agency defined New Business Workflow
- Onboarding quality control of all insurance documents, applications and policies
Renewals
- Sends out Agency Bill renewal offers and invoices to clients
- Manages Direct Bill renewals as needed
- Ensures policies are properly renewed and updated within client database system
- Performs renewal review process in accordance with agency standards
Endorsements
- Processes all changes and policy endorsements with carriers and within management system
Cancellations and Reinstatements
- Processes cancellations and non-renewals through agency defined workflow
- Works reinstatements when applicable
Remarketing and Rewrites
- Interfaces with clients to design solutions that best suit their individual needs
- Implements changes to existing policies or provides a remarket analysis to demonstrate a market supported rate
Inspections
- Reviews and processes insurance inspections
- Coordinates inspection results and requirements with clients and carriers
Cross selling
- Identifies opportunities to round out accounts and cross sells to clientele
Accounting
- Transacts New Business, Renewals, Endorsements and Cancellations when applicable
- Sends and tracks payment invoices to clients when applicable
Agency Management System
- Use of computers and agency database to enter, access, and retrieve information
- Edits, reviews and maintains records of customer’s interactions and transactions, recording details of policies, correspondence, and inquiries
- Utilizes Applied Epic agency management system for managing all assigned work
- Sets activities in database for all duties that need to be completed
Other Duties and Special Projects as Assigned
Knowledge, Skills and Abilities:
- Must be an assertive self –starter with effective presentation skills through both verbal and written communication
- Must be able to work in a fast-paced, multi-tasking environment
Requirements:
- P&C License with minimum of 2 Years Insurance Experience Preferred
Location: Charleston South Carolina
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