Account Manager - PL
Legacy Risk Solutions, Valdosta, GA, United States
Summary
The Personal Lines Account Manager services clients by handling new business installations, renewals and the service needs of clients by performing the following duties.
Essential Duties And Responsibilities
Conducts renewal processes & meetings with producers
Places client calls & provides correspondence
Oversees billing for all AB policies & collection along with producer
Manages policy binding on renewals (unless sent to centralized marketing department)
Prepares submissions for marketing
Provides correspondence with carriers and customers for premium bearing change requests/endorsements
Addresses and receives non renewals with producers/clients
Organizes master certificates and attaches all applicable endorsements (ASM handles all on-demand and renewal cert issuance)
Collects LPRs from clients
Premium bearing audits and large audit increase correspondence with insured/producer
Manages ImageRight documentation and file labeling upkeep
Reviews returned policy checklists for changes & sends changes to ASM
The Personal Lines Account Manager performs other related duties and tasks as necessary or as assigned.
Requirements
Must have a High School diploma or equivalent. College degree preferred.
Active Property and Casualty Insurance License.
Minimum 2 years of insurance experience.
Proficiency in Microsoft Windows, Office 365, Word, and Excel.
Must have Agency Management System Experience. EPIC experience preferred.
Self‑motivated and able to handle multiple tasks with minimal guidance in order to meet deadlines.
Excellent oral and written communication skills to articulate key information.
Initiative and willingness to take on additional responsibilities.
High emphasis on teamwork, collaboration, data analysis, and process innovation.
Self‑starter and works with direction and takes ownership of areas of responsibility.
Detail‑oriented.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Benefits
Health, dental, and vision benefits
Flexible Spending Account and 401k Plan with matching
Life Insurance, Short & Long Term Disability, Accident, Cancer, etc.
Generous paid time off package
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
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Essential Duties And Responsibilities
Conducts renewal processes & meetings with producers
Places client calls & provides correspondence
Oversees billing for all AB policies & collection along with producer
Manages policy binding on renewals (unless sent to centralized marketing department)
Prepares submissions for marketing
Provides correspondence with carriers and customers for premium bearing change requests/endorsements
Addresses and receives non renewals with producers/clients
Organizes master certificates and attaches all applicable endorsements (ASM handles all on-demand and renewal cert issuance)
Collects LPRs from clients
Premium bearing audits and large audit increase correspondence with insured/producer
Manages ImageRight documentation and file labeling upkeep
Reviews returned policy checklists for changes & sends changes to ASM
The Personal Lines Account Manager performs other related duties and tasks as necessary or as assigned.
Requirements
Must have a High School diploma or equivalent. College degree preferred.
Active Property and Casualty Insurance License.
Minimum 2 years of insurance experience.
Proficiency in Microsoft Windows, Office 365, Word, and Excel.
Must have Agency Management System Experience. EPIC experience preferred.
Self‑motivated and able to handle multiple tasks with minimal guidance in order to meet deadlines.
Excellent oral and written communication skills to articulate key information.
Initiative and willingness to take on additional responsibilities.
High emphasis on teamwork, collaboration, data analysis, and process innovation.
Self‑starter and works with direction and takes ownership of areas of responsibility.
Detail‑oriented.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Benefits
Health, dental, and vision benefits
Flexible Spending Account and 401k Plan with matching
Life Insurance, Short & Long Term Disability, Accident, Cancer, etc.
Generous paid time off package
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
#J-18808-Ljbffr