Account Manager- Personal Lines

Growing privately owned insurance Firm seeking a Account Executive experienced managing a large book of business and servicing Personal line accounts.

growth opportunities
100% paid benefits
Bonus
comm plan
5% 401k match

Essential Functions

Knowledge on all lines of business including auto, homeowners, flood, boat, umbrella, etc.

• Accurately file and maintain client data and activities in the agency management system
• Collect all information needed for quotes including inspections
• Shop new and renewal business accounts through insurance market within agency timelines and deadlines
• Use our Superior Option of Carriers to up-sell current book of business.
• Market accounts to insurance carriers and/or provide required information to New Business Coordinator
• Finalize and confirm all needed items and documents prior to reaching out to insured
• Make and receive calls to agency insureds regarding in a professional and courteous manner
• Independent servicing of assigned book of business with premium of 3-5 Million
• Work with department processor to receive calls of any endorsement, payment, questions or claims
• Assist with excess workflow
• Other duties as assigned

Competencies

• Understanding of Personal Insurance Rating Factors
• Communication proficiency in person, by phone and through emails with team members and insureds
• Ethical Conduct
• Professionalism
• Flexibility
• Initiative
• Excellent Time Management

Education And Experience

2-20 Insurance license / Customer Service

Life license

P&C License

High School Diploma

2+ Years in a professional office environment

Proficiency with Microsoft Outlook, Word and Excel

4 Year college degree

3+ years' experience in an independent insurance agency

Proficiency with Vertafore AMS360