Personal Lines Account Manager
About UsMcGowan Insurance Group has a concentrated geographic footprint in the Indianapolis, IN area with a diverse offering of property and casualty, commercial and personal lines, bonding, and employee benefits, along with the value-added benefits in regulatory compliance and advisory services. We are a family-owned insurance agency which enables us to have a management structure that attracts and retains our industry’s finest. We are service-driven experts in insurance. We look for value-added services and our advisors to provide our clients with resources to protect their businesses. The culture at McGowan is the backbone of our success. Our deep roots in the community play a major role in our long-standing relationships. We’ve set the precedent on community relations. Giving back to a place that’s given so much to McGowan is a top priority for us. Our employees create an atmosphere to succeed every single day. We deliver results and are driven by passion. We demand a better future for ourselves, our clients and our communities. At McGowan, we’re passionate about our potential and believe everyone should have the tools to reach theirs.Personal Lines Account Manager Position Summary: The Personal Lines Account Manager is responsible for day-to-day maintenance and servicing of assigned Personal Lines accounts, including but not limited to:Maintaining a high level of customer service and satisfaction Marketing & placement of renewal accounts as appropriate Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary customer service Key Responsibilities: Support Producers’ sales efforts by handling accounts once bound.Perform annual reviews and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from customers.Maintain customer files and ensure proper documentation by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines.Maintain control of renewal expiration lists, binders, and any aged receivables in accordance with agency guidelines.Respond to customer inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines.Review all items to be processed, to ensure items were received as ordered.Participate in courses for insurance/sales skills. Maintain current knowledge of underwriting requirements of carriers. Keep current with industry trends by reading appropriate journals and company bulletins.Participate in any special projects at management’s request. Qualifications:Current Indiana Property and Casualty License requiredExperience servicing personal lines insurance accountsThorough knowledge of brokerage operations including procedures and applicable insurance laws/codes Experience operating in an electronic environment using tools such as Microsoft 365 (Outlook, Word, Excel, OneDrive, Teams, etc.), agency management systems (preferably AMS360 or Applied Epic), and carrier proprietary systemsExcellent time management, organizational and verbal and written communication skills High degree of self-motivation and self-direction Keen attention to detailConfidentiality of financial, employee, and customer informationMust be able to work with occasional instruction and supervision Ability to pass a criminal background check, as permitted by lawHours: Monday – Friday, 8:00am to 5:00pmOffice Location: 3613 South 18th Street, Suite E, Lafayette, IN 47909Benefits:Competitive SalaryHealth Insurance Plans (PPO, HSA, Copay Options)Dental InsuranceVision InsuranceCompany Paid Disability InsuranceSupplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance401(k) with Safe Harbor MatchPaid Time Off Paid HolidaysNo Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.