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
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    PDF files only.
  • Accepted file types: pdf.
    PDF files only