Position Summary
This position supports the Account Executive with responsibilities related to client management and retention
Essential Duties and Responsibilities
- Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurately and on-time
- Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication
- Handling renewals, service requests, claims, billing and new policies
- Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures
- Review all applications, policies, endorsements and audits for accuracy
- Complete loss / claim analysis and summaries
- Coordinate expiration list with department manager to obtain renewal business information
Qualifications
- Bachelor’s degree or equivalent work experience, preferred
- 3-7 years minimum Personal Lines Account Management experience required
- Property & Casualty License required
- Valid driver’s license and insurance, required
- Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)
- Applied / Epic or similar agency management software experience, preferred.
- Able to work independently and enjoy a high degree of interaction with team members.
- Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines.
- Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance.
- The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information.
- Ability to maintain a professional demeanor and positive attitude
Personal Lines Account Manager
You are a Personal Lines Account Manager with 3+ years of Personal Lines insurance experience who is ready to step up to the big leagues. This person will act as the primary client relationship manager with responsibility for overall account servicing and maintenance and upsell / cross sell opportun...
Personal Lines Account Manager
Personal Lines Account Management experience required. Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurately and on-time. This position supports the Account Executive with responsibilities related to client management and r...
Personal Lines Account Manager
Position Summary This position supports the Account Executive with responsibilities related to client management and retention Essential Duties and Responsibilities Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurate...
Personal Lines Account Manager
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