Personal Lines Account Manager

Requirements

• Build Strong relationships with clients to maintain existing business and to acquire new accounts by consistently providing prompt, accurate, and courteous service.
• Process New and Renewal business, endorsement requests, proofs of insurance, and review policies and endorsements for accuracy and relevance.
• Correspond in a professional manner with insurance companies and clients to update, obtain or verify necessary information for account servicing.
• Accurately answer client questions about their insurance coverages and needs.
• Accurately answer insurance company underwriting questions about client accounts.
• Assist with Claims processing when applicable.
• Assist with Marketing when applicable.
• Keep informed about new coverages and products.
• Handle tasks in a manner which comply with the agency’s quality control standards
• Continue to look for opportunities to make new sales and cross sell when in contact with clients.
• Enroll in annual Continuing Education to stay updated on changes within the insurance industry.
• Perform other specific duties and projects as assigned by Team Manager
• Pursue a program of personal and professional development.

Benefits

• Health, wellbeing, retirement, and other financial benefits
• Paid time off
• Overtime pay for non-exempt employees
• Robust learning and development programs