Account Manager, P\u0026C Personal Lines


ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Professional and prompt customer service including phone, email and walk-in inquiries on new and existing client accounts, including client questions on topics such as coverage, reporting of claims, billing, etc.
  • Disseminate appropriate needs of client as it relates to Personal Insurance
  • Facilitate requests and needs of Carriers on behalf of clients
  • Enter client/prospect data into Agency Management System (EPIC)
  • Assist with marketing Carriers for appropriate coverage as needed
  • Use online carrier tools to develop coverage/endorsement quotations
  • Conduct annual Account Reviews with clients as necessary
  • Update client proposals
  • Effective account cross selling/upselling
  • Process completed applications, including follow-up for documents required
  • Request policy changes as requested by client, Account Executive or Producer
  • Monitor financial status of accounts, collect premiums, and adhere to agency collection policies.
  • Work on special projects as assigned at the direction of office leadership


KNOWLEDGE, SKILLS, AND/OR ABILITIES:
  • Highly organized with excellent verbal and written communication skills.
  • Self-confident to make sound independent decisions
  • Ability to successfully interact with a variety of people and function well both in a team environment and autonomously.
  • Ability to handle situations in a calm, courteous and professional manner
  • Customer focused to establish and maintain effective relationships
  • Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook
  • Ability to prioritize multiple tasks to meet deadlines
  • Possess strong analytical and problem solving skills
  • Sharp attention to detail, decision making skills, and problem resolution
  • Flexibility and adaptability to changing priorities, deadlines and technology.

EDUCATION AND/OR EXPERIENCE:
  • High School graduate or general education degree (GED), college preferred
  • Must have P&C License or working to obtain
  • Minimum 3 years previous P&C insurance office experience desired

Professional insurance designation preferred or willing to obtain (such as AAI, CISR, ACSR, etc.)


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