Blackwell Insurance Agency
Account Manager Personal Lines Insurance
Blackwell Insurance Agency, Poland, New York, United States
Account Manager Personal Lines Insurance
Full Time • Fully Remote - US
Replies within 24 hours
401(k) matching
Health insurance
Paid time off
Our growing family owned Independent Insurance Agency is looking for a Rockstar to join our winning team! This is not just a job it’s a mission. We want to reach and educate every one of our clients and make the insurance experience the best it can be. We promise to provide any and all the support that you need to be the best you can be!
Roles & Responsibilities
Manage the renewal process for all Personal Lines clients
Run carrier reports and round out current clients by adding a line of business (Auto, Home, Umbrella, Motorcycle, Boat etc.)
Cross-sell existing clients by converting personal lines clients to commercial lines clients
Handle all cancellation requests that come into the office and try to save clients.
Provide client ‘reviews’ to see if there are any life events that have happened that may trigger either discounts, more coverage or additional policies.
Remarket policies when uprates occur due to rate increase, MVR activity or risk changes.
Proactive calling on claims following our claims process
Identifying opportunities to add value to the client experience
Remarketing to lost clients to win them back to the agency
Rewrite non renewals and cancellations
Quote and write overflow of new business
Assist with overflow on incoming calls
Requirements
Must have a current P&C License
Must have minimum of one year experience, servicing personal lines insurance products
Ability to multi-task and high attention to detail
Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
Preferred
Experience with multiple carriers
Hawksoft Agency Management software experience
Hourly wage plus commission
Paid Time Off
Simple IRA Company Match
Room For Growth
Agency Culture We are dedicated to building a great team by having teams calls, annual in-person meetings in California, and getting involved in community events. Blackwell Insurance Agency is a member of the local Chamber of Commerce and is passionate about giving back and supporting several charities including the South County Outreach, an organization that works to prevent hunger and homelessness throughout Orange County.
#J-18808-Ljbffr
Replies within 24 hours
401(k) matching
Health insurance
Paid time off
Our growing family owned Independent Insurance Agency is looking for a Rockstar to join our winning team! This is not just a job it’s a mission. We want to reach and educate every one of our clients and make the insurance experience the best it can be. We promise to provide any and all the support that you need to be the best you can be!
Roles & Responsibilities
Manage the renewal process for all Personal Lines clients
Run carrier reports and round out current clients by adding a line of business (Auto, Home, Umbrella, Motorcycle, Boat etc.)
Cross-sell existing clients by converting personal lines clients to commercial lines clients
Handle all cancellation requests that come into the office and try to save clients.
Provide client ‘reviews’ to see if there are any life events that have happened that may trigger either discounts, more coverage or additional policies.
Remarket policies when uprates occur due to rate increase, MVR activity or risk changes.
Proactive calling on claims following our claims process
Identifying opportunities to add value to the client experience
Remarketing to lost clients to win them back to the agency
Rewrite non renewals and cancellations
Quote and write overflow of new business
Assist with overflow on incoming calls
Requirements
Must have a current P&C License
Must have minimum of one year experience, servicing personal lines insurance products
Ability to multi-task and high attention to detail
Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
Preferred
Experience with multiple carriers
Hawksoft Agency Management software experience
Hourly wage plus commission
Paid Time Off
Simple IRA Company Match
Room For Growth
Agency Culture We are dedicated to building a great team by having teams calls, annual in-person meetings in California, and getting involved in community events. Blackwell Insurance Agency is a member of the local Chamber of Commerce and is passionate about giving back and supporting several charities including the South County Outreach, an organization that works to prevent hunger and homelessness throughout Orange County.
#J-18808-Ljbffr