Personal Lines Account Manager

Job Description

Personal Lines Account Manager Job Description


Peports To:             Personal Lines Department Manager


Status:                       Salaried Non-Exempt


 


Job Summary:       The Personal Lines Account Manager works closely with Producers, Carriers, and Client to perform the day-to-day maintenance and servicing of assigned accounts as well as grow their book of business.


Primary Responsibilities:


 


·     Support agency sales efforts by developing complete submissions on new and renewal business and obtain quotes in conjunction with agency marketing procedures


 


·     Achieve agency account retention goals through proactive account rounding, and up - selling of limits and coverages.


 


·     Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client and/or Producer


 


·     Maintain client 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, audits, and aged receivables in accordance with agency guidelines


 


·     Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines


 


·     Review all items to be processed, to insure items were received as ordered


 


·     Participate in any special projects at management’s request


 


Personal and Organizational Development:


 


·     Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.


 


·     Maintains a cordial and effective relationship with clients, co- workers, carriers, vendors and other business contacts.


 


·     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.


 


·     Interacts with others effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.


 


 


 


 


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