Personal Lines Account Manager
- Provide positive, prompt, and accurate service to clients.
- Assist in marketing new and renewal business. Evaluate premiums, prepare proposals, presentation packets and maintain underwriting and marketing information by carrier.
- Assist advisors with cross-selling and account rounding.
- Receive phone calls from clients and companies regarding policy coverage, claims or administrative needs: comply with the request and/or refer to the advisor when necessary.
- Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
- Perform other related duties as assigned.
- Experience: At least two (2) years’ experience in similar position is desirable.
- Required state licensing certification.
- Education requirement: High school diploma or equivalent (GED) is required. College degree is preferred, not necessary.
- Strong understanding of personal lines insurance coverages, forms, procedures, and policy rating systems.
- Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system.
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