Personal Lines Account Manager
Lenz-Balder Insurance, Ludington, MI, United States
Do you have an eye for detail? Do you enjoy working in a fast-paced office environment? Lenz-Balder Insurance (LBI) is searching for a professional, reliable, and accommodating individual to fill a position in our Holland office! If you'd like to become part of an agency that embraces work/life balance and fosters a collaborative team environment in a strong service-oriented culture, then this job is for you!
JOB SUMMARY:
The essential function of the Personal Lines Account Manager is to service policies for personal lines customers, including quoting, presenting, and selling additional policies. The Account Manager should have professional speech, manners, work ethic, and physical appearance. Our agency strives to meet sales, service, and quality standards to enhance policy and client retention through streamlined and consistent agency procedures. ESSENTIAL FUNCTIONS:
Quote all lines of personal lines coverage and present to the client/prospect. Actively solicit expansion in coverage by rounding accounts to both new and current clients. Actively seek referrals from current client base to solicit for new business prospects. Actively refer clients to Life & Health, Employee Benefit and Commercial Lines department for solicitation of new business. Explain coverage and exclusions to clients as necessary, documenting in agency management system the information furnished or discussed. Obtain signed rejection forms when suggested coverage is declined or send a confirmation letter to the client indicating coverage is being declined. Perform replacement cost estimators on new property quotes. Maintain customers’ accounts within the agency management system, documenting conversations in client notes, sending confirmations to insured’s and retaining information while adhering to all automation procedures & workflows that are currently in place or may be established. Prior to policy renewals, review existing accounts to determine if additional lines of insurance or coverage enhancements should be solicited. Receive phone calls, client visits, and producer requests for endorsements, cancellations and reinstatements to existing policies. Handle claim situations as they arise which include but are not limited to taking initial client call, reporting claim to carrier and following through with the adjuster handling the loss. Maintain own follow-up and suspense file concerning outstanding orders and correspondence. Keep commercial and benefit producers fully informed of important activities on their client’s account. Participate in seminars and other industry training to maintain required licenses and for knowledge and skill development. Maintain knowledge of underwriting, coverage enhancements and rating procedures for all types of personal lines policies with all carriers. Provide assistance to peers when backlog is present. Perform other duties as requested. REQUIREMENTS
Associate's Degree or higher preferred Must have or be able to obtain licenses within 60 days (Property/Casualty) as required by the State Department of Insurance Detail-oriented with strong organizational and multi-tasking abilities Accuracy, efficiency and a proactive approach to problem solving Excellent written and verbal communication skills High level of professionalism with strong interpersonal skills Continuous learning attitude WHY WORK FOR LENZ-BALDER?
LBI offers careers, not "jobs" Competitive salary, paid time off benefits and paid holidays The culture of a small company with the benefits of a large company Company paid for licensing and continuing education 401K retirement with company match Medical, Dental, Vision, Short-Term/Long-Term Disability and Life benefits Discount on all of your personal insurance See why a career with Lenz-Balder Insurance is like no other! Visit us at www.lenzbalderins.com for more information about us! Job Type: Full-time 401(k) 401(k) matching Health insurance Life insurance Paid time off Paid training Vision insurance Schedule:
Monday to Friday Experience:
Customer Service: 3 years (Required) License/Certification:
Insurance Producer License (Preferred) Life Insurance License (Preferred) Company Description Lenz-Balder Insurance is a locally owned company with strong family values and a pride in hard work. We aim to treat people fairly and support those who want to work hard for our clients and coworkers. Our hiring process is robust because we want people who work hard, take pride in where they work, and experience positive growth.
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The essential function of the Personal Lines Account Manager is to service policies for personal lines customers, including quoting, presenting, and selling additional policies. The Account Manager should have professional speech, manners, work ethic, and physical appearance. Our agency strives to meet sales, service, and quality standards to enhance policy and client retention through streamlined and consistent agency procedures. ESSENTIAL FUNCTIONS:
Quote all lines of personal lines coverage and present to the client/prospect. Actively solicit expansion in coverage by rounding accounts to both new and current clients. Actively seek referrals from current client base to solicit for new business prospects. Actively refer clients to Life & Health, Employee Benefit and Commercial Lines department for solicitation of new business. Explain coverage and exclusions to clients as necessary, documenting in agency management system the information furnished or discussed. Obtain signed rejection forms when suggested coverage is declined or send a confirmation letter to the client indicating coverage is being declined. Perform replacement cost estimators on new property quotes. Maintain customers’ accounts within the agency management system, documenting conversations in client notes, sending confirmations to insured’s and retaining information while adhering to all automation procedures & workflows that are currently in place or may be established. Prior to policy renewals, review existing accounts to determine if additional lines of insurance or coverage enhancements should be solicited. Receive phone calls, client visits, and producer requests for endorsements, cancellations and reinstatements to existing policies. Handle claim situations as they arise which include but are not limited to taking initial client call, reporting claim to carrier and following through with the adjuster handling the loss. Maintain own follow-up and suspense file concerning outstanding orders and correspondence. Keep commercial and benefit producers fully informed of important activities on their client’s account. Participate in seminars and other industry training to maintain required licenses and for knowledge and skill development. Maintain knowledge of underwriting, coverage enhancements and rating procedures for all types of personal lines policies with all carriers. Provide assistance to peers when backlog is present. Perform other duties as requested. REQUIREMENTS
Associate's Degree or higher preferred Must have or be able to obtain licenses within 60 days (Property/Casualty) as required by the State Department of Insurance Detail-oriented with strong organizational and multi-tasking abilities Accuracy, efficiency and a proactive approach to problem solving Excellent written and verbal communication skills High level of professionalism with strong interpersonal skills Continuous learning attitude WHY WORK FOR LENZ-BALDER?
LBI offers careers, not "jobs" Competitive salary, paid time off benefits and paid holidays The culture of a small company with the benefits of a large company Company paid for licensing and continuing education 401K retirement with company match Medical, Dental, Vision, Short-Term/Long-Term Disability and Life benefits Discount on all of your personal insurance See why a career with Lenz-Balder Insurance is like no other! Visit us at www.lenzbalderins.com for more information about us! Job Type: Full-time 401(k) 401(k) matching Health insurance Life insurance Paid time off Paid training Vision insurance Schedule:
Monday to Friday Experience:
Customer Service: 3 years (Required) License/Certification:
Insurance Producer License (Preferred) Life Insurance License (Preferred) Company Description Lenz-Balder Insurance is a locally owned company with strong family values and a pride in hard work. We aim to treat people fairly and support those who want to work hard for our clients and coworkers. Our hiring process is robust because we want people who work hard, take pride in where they work, and experience positive growth.
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