Personal Lines Account Manager
Primary Functions:
- Collaborate with team members to achieve goals.
- Manage and process new and renewal personal lines business.
- Provide in-house customer service to clients.
- Assist producers with new business and renewals.
- Handle direct bill daily deposits as needed.
- Integrate the company's mission and core values into daily activities.
Major Responsibilities:
- Manage a portfolio of business efficiently, review accounts, educate clients, and document accordingly.
- Conduct annual account reviews.
- Participate in Agency Incentive Plans.
- Oversee the renewal process, ensuring policies are renewed, rewritten, or remarketed.
- Handle client and company inquiries, referring to producers when necessary, and keep producers informed.
- Maintain a follow-up system for endorsements, new business policies, and correspondence.
- Keep files organized and up-to-date, using the system for notes and diaries.
- Stay proficient with the Agency Management System, policies, procedures, and relevant software.
- Attend meetings related to banking and insurance.
- Sell insurance products with commission potential.
- Identify and refer new business opportunities to various areas of the company.
Qualifications:
- Strong communication skills.
- Ability to multitask in a complex environment.
- Above-average computer skills and independent decision-making.
- Required state licenses.
- Attendance at educational seminars / continual learning and development .
- Willingness to travel.
FAQs
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