Job Position:

• POSITION TITLE:
• Account Manager – Personal Lines
• DEPARTMENT:
• Personal Lines
• REPORTS TO:
• Producer(s)
• BASIC FUNCTION:
• To efficiently manage and direct new business/renewal/service processes between Producer/Team and Client in order to maintain and nurture new and existing relationships.

PRIMARY DUTIES AND RESPONSIBILITIES:

• Marketing of accounts both new and renewal business
  1. Carrier selection
  2. Negotiating with carrier/underwriters – pricing/additional coverages, etc.
  3. Final review of new business/renewal placement
• Management of TAM data with 100% accuracy rate
  1. Process renewals
  2. Processing/follow-up of endorsements
  3. Billing – CXI’s and agency
  4. FR-19 requests
  5. Daily correspondence
  6. Receive phone calls from clients and companies regarding insurance or administrative problems and comply with their requests
  7. Knowledge of TAM Workflows
• Support Producer in expanding book of business
• Cross Selling existing book of business
• Maintain familiarity with trends in industry as well as new insurance products
• Tuesday Morning Meeting attendance
• Pink Pig Presentation
• Service and assist clients as necessary
• Assist other team members as needed
• Performs other duties as assigned