Account Manager - Personal Lines

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to execute each essential duty satisfactorily.

  • Disseminate appropriate needs of client as it relates to Personal Lines Insurance
  • Market to carriers to appropriate coverage
  • Facilitate requests and needs of Carriers on behalf of clients
  • Use independent judgment and discretion placing values and coverage’s and makes appropriate recommendations to clients with matters of insurance
  • Take complete applications, including follow-up for documents required for processing in accordance with agency and carrier policies and procedures
  • Set the customers’ expectations and educate them on the entire insurance process
  • Follow through on transactions to ensure policies are properly issued
  • Meet goals and objectives as agreed, comprehensive reviewed, and subject to modification
  • Complete special projects as assigned by management
  • Retain and grow assigned book of business, utilizing resources provided on a monthly basis to track and manage your profitability goals
  • Support and assist agency producers and account executives

  • Excellent written and verbal communication skills
  • Self-confident to make sound independent decisions
  • Ability to successfully interact with a variety of people
  • Above average knowledge working in Microsoft Office
  • Ability to work in and create Excel spreadsheets
  • Insurance software required, Applied (EPIC) systems desired
  • Possess good analytical and problem solving skills
  • Attention to detail
  • May be required to work overtime as necessary

SUPERVISORY RESPONSIBLITIES: [Indicate if there are supervisory duties]
  • None

  • High School graduate or general education degree (GED) required, college preferred
  • Must have P&C License or working to obtain
  • Minimum of 3-5 years of insurance experience
  • Previous P&C insurance office experience desired

  • Must have P&C Insurance License
  • Professional insurance designation preferred (CIC, CISR, CPCU, etc.) or working toward obtaining a designation

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