Account Manager - Personal Lines
Kapnick Insurance Group, Readfield, Wisconsin, United States
Description
Founded in 1946, Kapnick Insurance is an independent insurance advisory firm with Michigan roots and a global reach. Our 180+ colleagues provide expert guidance and creative problem solving pertaining to business insurance, risk solutions, employee benefits, worksite well-being, and personal insurance to a vast and diverse base of clients worldwide. For over 75 years, companies and individuals have looked to Kapnick as a trusted advisor, providing solutions that protect their operations and employees.
This
Personal Lines Account Manager
position works to create long-term, trusting relationships with our clients and carriers. Their primary role is to proactively manage all services provided to our clients while looking for ways to improve quality and add value. In this role, the account manager interacts with the Client/Account Executive and all cross-functional internal teams to improve the entire customer experience.
The Account Manager's essential functions include:
Firm working knowledge of personal lines coverages and services
Promptly identify, manage, and resolve all client issues in a timely manner
Maintain client relationships and determine their coverage needs
Manage clients' risk and ensure all exposures are properly addressed
Negotiate with carrier underwriters on behalf of clients
Actively work on retention of current clients with remarketing of current policies
Provide premium quotations and proposals to prospects and clients per service standards and procedures
Review book of business with the goal of expanding personal lines sales and identifying account rounding opportunities
Prepare invoices, binders, certificates, change requests, and all other service-related items accurately
Assist producers with onboarding of new clients
Maintain client account information in our agency management system and electronic files in accordance with established workflows
Attend department meetings and agency/carrier training sessions
Process the daily sweep (client payments sent electronically to carriers)
Process the daily download suspense report
Review changes are processed correctly by the carrier
Review new business is processed correctly by the carrier
Perform your job in such a manner that other employees will consider it a pleasure and privilege to work with you
Offer innovation and process improvements where possible to help with agency-wide improvements and efficiencies
Regular and timely attendance is an essential function of the job.
Perform other duties as assigned
Requirements To be considered for the Account Manager position, you should have:
Associates Degree (2-year college or technical school) or work equivalent: Preferred
1-2 years' experience in customer-facing role: Required
1-2 years' experience in the insurance industry: Preferred
Property & Casualty License: Preferred
Experience in Agency Management System
Experience working with multiple carriers and rating systems
Familiarity working with Microsoft Office (Word, Excel, Outlook, etc)
What's in it for you?
A team-based approach to client management
Flexibility
Full benefits package
11 paid holidays including your birthday!
Competitive Salary
Profit sharing (after a year of service)
Bonus potential
A caring workplace culture that has something for everyone
#J-18808-Ljbffr
This
Personal Lines Account Manager
position works to create long-term, trusting relationships with our clients and carriers. Their primary role is to proactively manage all services provided to our clients while looking for ways to improve quality and add value. In this role, the account manager interacts with the Client/Account Executive and all cross-functional internal teams to improve the entire customer experience.
The Account Manager's essential functions include:
Firm working knowledge of personal lines coverages and services
Promptly identify, manage, and resolve all client issues in a timely manner
Maintain client relationships and determine their coverage needs
Manage clients' risk and ensure all exposures are properly addressed
Negotiate with carrier underwriters on behalf of clients
Actively work on retention of current clients with remarketing of current policies
Provide premium quotations and proposals to prospects and clients per service standards and procedures
Review book of business with the goal of expanding personal lines sales and identifying account rounding opportunities
Prepare invoices, binders, certificates, change requests, and all other service-related items accurately
Assist producers with onboarding of new clients
Maintain client account information in our agency management system and electronic files in accordance with established workflows
Attend department meetings and agency/carrier training sessions
Process the daily sweep (client payments sent electronically to carriers)
Process the daily download suspense report
Review changes are processed correctly by the carrier
Review new business is processed correctly by the carrier
Perform your job in such a manner that other employees will consider it a pleasure and privilege to work with you
Offer innovation and process improvements where possible to help with agency-wide improvements and efficiencies
Regular and timely attendance is an essential function of the job.
Perform other duties as assigned
Requirements To be considered for the Account Manager position, you should have:
Associates Degree (2-year college or technical school) or work equivalent: Preferred
1-2 years' experience in customer-facing role: Required
1-2 years' experience in the insurance industry: Preferred
Property & Casualty License: Preferred
Experience in Agency Management System
Experience working with multiple carriers and rating systems
Familiarity working with Microsoft Office (Word, Excel, Outlook, etc)
What's in it for you?
A team-based approach to client management
Flexibility
Full benefits package
11 paid holidays including your birthday!
Competitive Salary
Profit sharing (after a year of service)
Bonus potential
A caring workplace culture that has something for everyone
#J-18808-Ljbffr