Personal Lines Account Manager

Insuramax is the 3rd largest privately held insurance agency located in Louisville, KY. The agency, founded in 1970 by Marvin Smith, has evolved into one of Louisville’s largest insurance agencies and now insures commercial business on a national scope in both Property/Casualty and Employee Benefits. In 2010, Insuramax affiliated with The Keystone Group, a franchisor of independent insurance agencies and currently is the fourth largest privately held insurance agency group in the country.

This affiliation enables Insuramax to provide our clients additional resources, services and capabilities putting our firm in an elite group that can compete and win the most sophisticated and complex risk. Although Insuramax has a wide variety of industries that we insure, our focus is on medium to large commercial accounts that include, but are not limited to, Restaurants, Habitational, Non-Profit, General Contractors/Constructions Risks, and Manufacturing.

Insuramax is your trusted independent insurance agency in Louisville, KY and across the USA. Your family, your business and your possessions are all important to you, but you may not know how to best protect them. We have the experience to navigate the unique risks you face, serving as your insurance advisor.

The Person al Lines Account Manager will meet the overall service needs of our personal lines clients by providing prompt, accurate, and empathetic service. This includes processing applications for, changes to, reinstatement of, and cancellation of insurance policies, reviewing insurance applications to ensure that all questions have been answered; compiling data on insurance policy coverage changes; changing policy records per insureds’ request, processing and following up on claims;

and verifying the accuracy of insurance company records.

• Meet daily servicing needs of our clients including but not limited to account administration, billing, claims, and problem solving.
• Educate and advise on personal lines matters for an assigned book of business.
• Remain current on coverage, forms, and rates of carriers we represent to effectively address client’s insurance needs.
• Ensure maximum retention of assigned personal lines book of business. Work proactively to re-market policies when appropriate or requested by the insured.
• Maintain high proficiency with carrier website rating systems.
• Become proficient in the Agency Management System, specifically to update policies that are written or renewed, log activities, invoicing, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in Agency Management System.
• Monitor electronic activities for assigned book of business.
• Round accounts by offering quotes for additional lines of business.
• Provide administrative support on other tasks, such as assigned special projects and development of new ideas, procedures, and services, as requested.
• Assume other job responsibilities as assigned by manager.

• High school diploma required;
  Associates or Bachelor’s degree preferred
• Minimum of 1 year of experience in personal lines insurance
• Active Kentucky Property & Casualty license required
• Strong proficiency in Microsoft Office Suite
• Working knowledge of Applied Epic and/or EZLynx preferred; experience with other agency management systems will be considered
• Excellent verbal and written communication skills
• Strong interpersonal skills with the ability to collaborate effectively in a team environment
• Highly organized with strong attention to detail
• Commitment to ongoing professional development and participation in technical training programs

Schedule: Monday-Thursday, 8:30am-5:00pm and Friday, 8:30am-4:00pm

Office

Location:

805 N. Whittington Parkway, Suite 150, Louisville, KY 40222 (Hybrid Work Options)

• Competitive Compensation
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.