Descriptive Summary The Personal Lines Account Manager assists in the production of new accounts and the retention of existing accounts. This individual is part of the Personal Lines team and provides prompt, efficient and high-quality service to customers in support of Producer/agency activities.
Key Accountabilities Take initiative and strive to perform beyond our customers' (external & internal) expectations Communicate and deliver the value that we bring to even the most challenging customers Build and maintain the highest degree of relationships between customer, Producer, agency, and company personnel Foster effective working relationships within the team, with Producers, and across agency locations and departments ensuring the overall success of the agency Enable growth of agency revenue by securing new business through referrals, cross-selling, and up-selling Retain existing customers by performing stewardship initiatives implemented by Personal Lines Manager to deliver an exceptional customer experience Essential Duties 2. Maintain knowledge of new developments or changes with carriers and new federal/state laws that may affect our customers' insurance programs. 4. Responsible for direct handling of existing accounts, responding to time sensitive needs with urgency and the highest degree of care. 6.
Market new and renewal accounts with top carriers to secure quotes and place insurance. 8. Research and analyze data contributing to the development and enhancement of a customer's insurance program and recommend the appropriate coverage. 10. Process service requests (policy changes, certificates of insurance, billing, etc.
) and prepare/modify documents (correspondence, reports, memos, emails, etc.), delivering the highest quality to customers. 12. Perform data entry functions in agency management system and/or specific rating and underwriting systems ensuring accuracy. 14.
Prioritize projects, possess attention to detail, achieve service standards, and meet deadlines. 16. Effectively underwrite and place Personal Lines coverage for Producers in the office and act as a resource as necessary. 18. Responsible for following procedures and unified processes, constantly achieving positive outcomes for both internal personnel and external customers alike, ensuring extraordinary customer satisfaction and utmost departmental efficiency. 20.
Secure and properly handle all private/sensitive agency and customer information (medical, social security numbers, drivers' licenses, financials, etc.) at all times. 22. Maintain compliance with all company policies. 24. Pursue a program for professional and personal development. 26.
Perform other related duties as directed to meet the ongoing needs of the organization. Experience & Qualifications ü 2+ years of Personal Lines Account Manager experience ü Property & Casualty License required ü Professional Designations encouraged ü Solid knowledge of all Personal Lines products ü Excellent organization, planning, and prioritization skills ü High level of computer proficiency ü Work equally well independently and as a team ü Excellent written and verbal communication skills ü Strong analytical, problem solving and judgment skills ü Self-starter and results-oriented team player with a constant focus on improving process ü Ability to work efficiently with little direction in fast-paced environment ü Working knowledge of AMS360 account management system is preferred.
