Account Manager - Personal Lines
DescriptionSummaryThe Personal Lines Account Manager services clients by handling new business installations, renewals and the service needs of clients by performing the following duties.Conducts renewal processes & meetings with ProducersPlaces client calls & provides correspondenceOversees billing for all AB policies & collection along with ProducerManages policy binding on renewalsPrepares submissions for marketingProvides correspondence with carriers and customers for premium bearing change requests/endorsementsAddresses and receive non renewals with Producers/clientsOrganizes master certificates and attaches all applicable endorsementsCollects LPR’s from clientsManages ImageRight documentation and file labeling upkeepReviews returned policy checklists for changes and processes changesCoordinates all on-demand and renewal cert issuanceCompletes change request ordering from carrierProcesses auditsChecks endorsements from carrier for accuracyProcesses cancellations (DB non pay, LPR’s , and non renewals)Handles premium bearing change requests and auditsCompletes MVR requestsOrders loss runs when requestedPerforms other related duties and tasks as necessary or as assignedRequirementsHigh School diploma or equivalent. College degree preferred. Insurance studies and designations are a plus.Active Accident, Property and Casualty Insurance License.Minimum 2-3 years of insurance experience.Proficiency in Excel and PowerPointSelf-motivated and able to handle multiple tasks with minimal guidance in order to meet deadlines.Good oral and written communication skills to articulate key information.Initiative and willingness to take on additional responsibilities. High emphasis on teamwork, collaboration, data analysis, and process innovation.Self-starter and work with direction and taking ownership of areas of responsibility.Detail-oriented.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.BenefitsHealth, dental, and vision benefitsFlexible Spending Account and 401k Plan with matchingLife Insurance, Short & Long Term Disability, Accident, Cancer, etc.8 Paid Holidays Per Year plus your birthday and a day to volunteerGenerous paid time off packageWorksite Posters Link: https://mandatoryview.com/productview