Position Title:
Personal Lines Account Manager Classification:
Non-Exempt Reports To:
Department Team Leader Hours:
Full-Time Location:
Idaho Falls/Rexburg, ID Office Compensation:
$54,000 to $65,000 DOE with benefits
What We Offer
Comprehensive Health Coverage:
Medical, Dental, and Vision insurance plans to keep you and your family covered.
Health Accounts:
Access to Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA) to give you flexibility and control with pre-tax incentives
Retirement Planning:
A robust company match on retirement contributions, with 100% vesting after just 2 years.
Paid Parental Leave:
Generous time off for new parents, because growing your family shouldn’t mean sacrificing your career.
Mental Health Support:
Company-paid mental health resources as part of our holistic approach to employee wellness.
Wellness Matters:
Ongoing initiatives and tools to support your physical, emotional, and financial well-being.
Work Life Integration:
We believe that success isn’t just measured at the office—it’s about thriving in all aspects of life. That’s why we prioritize a healthy work-life balance with hybrid WFH schedules, supportive leadership, and a culture that respects your time.
Professional Development:
We encourage continued education and earning insurance designations by not only paying the fees but also giving bonuses to reward you!
Position Summary This is a position handles and processes new and renewal personal lines business and provides in-house customer service to clients and producers as assigned and requested.
Essential Duties and Responsibilities
Market new business, determine premiums, prepare and present proposals to clients, and maintain underwriting and marketing information by carrier
Check new and renewal policies for accuracy in rating, typing, coverage, and signatures, and input these transactions to generate billing invoices. File taxes and work with producers on A/R reports
Analyze and compare new business, renewals, and expanding existing accounts by rounding out and cross-selling additional insurance products
Receive phone calls from clients and companies regarding insurance, claims, or administrative problems, and comply with the request and/or refer to the producer only when necessary. Review coverage’s with insured to ensure adequacy
Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items
Be familiar with and follow agency E&O guidelines
Maintain electronic and/or paper files in an orderly, up-to-date manner
Consult, advise insured’s on various lines of coverage to ensure clients are adequately insured
Develop and maintain relationships with company underwriters
Attend Pre-renewal meetings
Performs other duties as assigned
Education and Experience
High School diploma or equivalent required
Three to five years of Personal Lines Account Management experience
Licenses or Certifications
Active Idaho Property and Casualty license required; Idaho Life & Health license desired
Required Job Knowledge and Skills
Excellent communication skills, including listening, speaking and writing
Must be actively pursuing CISR, CIC, CRM, ARM or CPCU
Ability to establish and develop strong relationships with clients, carriers, trusted business partners and coworkers
Good organizational and time management skills
Ability to work well with details
Proficient in a variety of computer software applications used by the agency, including MS Word, Excel, Outlook and PowerPoint; EPIC; as well as the Internet and Carrier Web Sites
Physical The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.
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Personal Lines Account Manager Classification:
Non-Exempt Reports To:
Department Team Leader Hours:
Full-Time Location:
Idaho Falls/Rexburg, ID Office Compensation:
$54,000 to $65,000 DOE with benefits
What We Offer
Comprehensive Health Coverage:
Medical, Dental, and Vision insurance plans to keep you and your family covered.
Health Accounts:
Access to Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA) to give you flexibility and control with pre-tax incentives
Retirement Planning:
A robust company match on retirement contributions, with 100% vesting after just 2 years.
Paid Parental Leave:
Generous time off for new parents, because growing your family shouldn’t mean sacrificing your career.
Mental Health Support:
Company-paid mental health resources as part of our holistic approach to employee wellness.
Wellness Matters:
Ongoing initiatives and tools to support your physical, emotional, and financial well-being.
Work Life Integration:
We believe that success isn’t just measured at the office—it’s about thriving in all aspects of life. That’s why we prioritize a healthy work-life balance with hybrid WFH schedules, supportive leadership, and a culture that respects your time.
Professional Development:
We encourage continued education and earning insurance designations by not only paying the fees but also giving bonuses to reward you!
Position Summary This is a position handles and processes new and renewal personal lines business and provides in-house customer service to clients and producers as assigned and requested.
Essential Duties and Responsibilities
Market new business, determine premiums, prepare and present proposals to clients, and maintain underwriting and marketing information by carrier
Check new and renewal policies for accuracy in rating, typing, coverage, and signatures, and input these transactions to generate billing invoices. File taxes and work with producers on A/R reports
Analyze and compare new business, renewals, and expanding existing accounts by rounding out and cross-selling additional insurance products
Receive phone calls from clients and companies regarding insurance, claims, or administrative problems, and comply with the request and/or refer to the producer only when necessary. Review coverage’s with insured to ensure adequacy
Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items
Be familiar with and follow agency E&O guidelines
Maintain electronic and/or paper files in an orderly, up-to-date manner
Consult, advise insured’s on various lines of coverage to ensure clients are adequately insured
Develop and maintain relationships with company underwriters
Attend Pre-renewal meetings
Performs other duties as assigned
Education and Experience
High School diploma or equivalent required
Three to five years of Personal Lines Account Management experience
Licenses or Certifications
Active Idaho Property and Casualty license required; Idaho Life & Health license desired
Required Job Knowledge and Skills
Excellent communication skills, including listening, speaking and writing
Must be actively pursuing CISR, CIC, CRM, ARM or CPCU
Ability to establish and develop strong relationships with clients, carriers, trusted business partners and coworkers
Good organizational and time management skills
Ability to work well with details
Proficient in a variety of computer software applications used by the agency, including MS Word, Excel, Outlook and PowerPoint; EPIC; as well as the Internet and Carrier Web Sites
Physical The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.
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