TAPS | PL Account Manager (Sandusky, OH)
Hirewell, Sandusky, OH, United States
Direct Hire
Salary Range : $55,000 - $60,000
Benefits : Full Medical Day 13,5% 401k13 Paid HolidaysFlexible PTO
The Personal Lines Account Manager is responsible for day-to-day management of their assigned book of business. Responsible for the service of personal lines accounts including data input and prompt, accurate, and courteous service to insureds, and insurance companies regarding those accounts.
Essential Duties and Responsibilities (include but are not limited to):
Build relationships with clients and have the ability to answer basic insurance questions
Maintain appropriate business contact with client
Assist with issuing insurance binders
Process invoices for both new and renewal policies
Receive claim information regarding a loss and report the information to the insurance company the day it was received
Process change requests from client, setting an activity for receipt of the endorsement from the insurance carrier
Process received endorsements, check for accuracy, invoice and send to client with clear explanation of change
Update the Applied/Epic system and the shared drive to reflect changes during the coverage term
Generate ID cards and certificates of insurance
Complete preliminary policy checking for all accounts and submit change requests to the underwriter
Follow up on open activities
Obtain flood zone determinations and NFIP quotes where applicable
All other duties and projects as assigned
Qualifications, Skills and Requirements:
Proficiency in Applied / Epic or ability to learn these programs.
Knowledge of Adobe Acrobat is a plus.
Ability to manage client needs and multiple tasks.
Good organization skills.
Attention to accuracy and detail.
May require lifting up to 25 pounds.
Education, Training and Experience:
College Graduate (a plus, but not required)
Ohio Property and Casualty License
2-3 years of insurance experience
Experience with EPIC highly preferred
Basic knowledge of Property and Casualty insurance coverage.
Proficiency in Microsoft Outlook Word, Excel and PowerPoint.
Ability to navigate vendor or agency management systems as applicable
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Salary Range : $55,000 - $60,000
Benefits : Full Medical Day 13,5% 401k13 Paid HolidaysFlexible PTO
The Personal Lines Account Manager is responsible for day-to-day management of their assigned book of business. Responsible for the service of personal lines accounts including data input and prompt, accurate, and courteous service to insureds, and insurance companies regarding those accounts.
Essential Duties and Responsibilities (include but are not limited to):
Build relationships with clients and have the ability to answer basic insurance questions
Maintain appropriate business contact with client
Assist with issuing insurance binders
Process invoices for both new and renewal policies
Receive claim information regarding a loss and report the information to the insurance company the day it was received
Process change requests from client, setting an activity for receipt of the endorsement from the insurance carrier
Process received endorsements, check for accuracy, invoice and send to client with clear explanation of change
Update the Applied/Epic system and the shared drive to reflect changes during the coverage term
Generate ID cards and certificates of insurance
Complete preliminary policy checking for all accounts and submit change requests to the underwriter
Follow up on open activities
Obtain flood zone determinations and NFIP quotes where applicable
All other duties and projects as assigned
Qualifications, Skills and Requirements:
Proficiency in Applied / Epic or ability to learn these programs.
Knowledge of Adobe Acrobat is a plus.
Ability to manage client needs and multiple tasks.
Good organization skills.
Attention to accuracy and detail.
May require lifting up to 25 pounds.
Education, Training and Experience:
College Graduate (a plus, but not required)
Ohio Property and Casualty License
2-3 years of insurance experience
Experience with EPIC highly preferred
Basic knowledge of Property and Casualty insurance coverage.
Proficiency in Microsoft Outlook Word, Excel and PowerPoint.
Ability to navigate vendor or agency management systems as applicable
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