Personal Lines Account Manager providing best-in-class service in personal insurance for standard clients. Building relationships, managing accounts, and ensuring proper coverage for clients.
Responsibilities
Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations
Leveraging personal insurance knowledge and expertise to actively service existing accounts and develop new business opportunities for a high volume, fast-paced book of business, consisting of standard personal lines clients
Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS/EPIC accordingly
Participating in the retention of renewal business.
Interacting with producers and office leaders to make coverage recommendations and engage in account rounding activities
Ensuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timeline
Reviewing current policies and providing recommendations regarding carrier placement options.
Utilizing department workflows and a network of industry contacts to determine appropriate coverage
Executing coverage analysis as needed as well as providing the client with accurate quotation for any additional coverage’s
Requirements
3 - 5 years’ experience of Personal Lines client management experience
Valid P&C brokers’ license
Industry specific designations preferred- CISR, CIC or similar
Proficient in insurance agency management systems, AMS 360, Work Smart and EPIC preferred
Extensive knowledge of Personal Lines underwriting coverage and procedures
Ability to clearly articulate these products/plans to clients and underwriters
Understanding of marketplace trends and best practices to best meet client needs
Possess excellent verbal and written communication skills
Demonstrate proficiency in computer applications, esp. Microsoft Office Suite
Flexible, and able to work effectively under pressure, handling multiple tasks with interruptions and changing priorities
Exceptional organization and time-management skills
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