Job Position:

• POSITION TITLE:
• Account Manager – Personal Lines
• DEPARTMENT:
• Personal Lines
• REPORTS TO:
• Director of Operations/Personal Lines Team Lead
• BASIC FUNCTION:
• Efficiently manage and direct new business/renewal/service processes between Producer/Team and Client to maintain and nurture new and existing relationships.

KEY RESPONSIBILITIES:

• Marketing of accounts both new and renewal
  1.  Carrier selection
  2.  Negotiating with carriers/underwriters – pricing/additional coverages, etc.
  3.  Final review of new business/renewal placement
  4.  Ability to identify deficiencies
  5.  Expiration list management
  6.  Servicing liaison between producer/client/carrier
• Support Producer in expanding book of business
• Maintain familiarity with trends in the industry as well as new insurance products
• Tuesday Morning Meeting attendance
• Service and assist clients as necessary
• Billing reconciliation

QUALIFICATIONS:

• 1.  Ability to build and maintain relationships with client while delivering exceptional customer service
  2.  Active P&C license
  3.  Marketing and placement of PL new business and renewal accounts
  4.  Basic/intermediate proficiency level of Microsoft office (Word, Excel, PowerPoint, Outlook)
  5.  Ability to work under pressure in a fast-paced environment
  6.  Organized/detail oriented/problem solver
  7.  Proficiency w/EPIC (preferred)
  8.  Solid communication skills (written and verbal)
  9.  ACSR/PLCS/API designation (preferred)
  10.  3-5 years’ experience as a personal lines account manager