Personal Lines Account Manager

This position includes the complete servicing of Personal Lines accounts during and after initial sale; sales of new and existing accounts. This position requires accurate and courteous service to our fellow employees, clients, producers and company personnel. Each Account Manager shall grow and develop his/her talents and insurance knowledge to the highest level possible.

• Paid Time Off (PTO)###Health Insurance###Mon-Fri Schedule###Retirement Plan###

• Directly responsible for the daily service requirements on assigned book of business including, but not limited to:
• Rating and quoting new and renewal business
• Binding coverage and confirming with client
• Preparing proposals for new and renewal clients
• Reviewing (and processing) all applications, renewal requests, policies, endorsements and audits for accuracy
• Ordering motor vehicle reports, and other necessary documents, as required
• Assisting other agency departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client
• Keeping client records up to date
• obtaining expiration dates for policies not written by us to follow-up on and quote
• Assisting in cross selling and account rounding
• Completing other essential functions as assigned

Education and/or Experience

• Three years as a personal lines Account Manager. Account Manager should have thorough understanding of insurance industry, personal lines underwriting, products and coverage. Account Manager must be fully licensed as a Fire & Casualty Broker/Agent.

Knowledge, Abilities and Skills

• Strong organizational skills; ability to discern priority and initiative.
• Knowledge of Mercury, Safeco, CIG, Guard & Chubb extremely helpful
• Excellent product knowledge for a lines of business
• Excellent Computer skills, specifically AMS 360, Microsoft Word, Outlook and PL Rater
• Excellent verbal and written communication skills as well as strong interpersonal skills.
• Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions and percentages.
• Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form.