Personal Lines Account Manager
Madison Insurance Group, Denver, CO, United States
Focus: Service and retain personal lines clients; support Producers with marketing, renewals, and account changes
Goal: Meet agency quality, service, and sales standards
Core responsibilities Client and Producer support Analyze client needs; review coverage forms and quotes; recommend solutions with Producer Schedule client appointments; occasionally attend prospect/client meetings with Producer Prepare applications with Producer; submit to appropriate carriers; track to bind/policy issuance Prepare summaries of insurance, schedules, proposals, and client correspondence Order/issue and verify binders, certificates, policies, endorsements; deliver with correct communications Process midterm changes and verify accuracy; coordinate corrections with carriers/clients Manage renewals end-to-end in coordination with Producer Review audits; verify accuracy; coordinate corrections with client/carrier Billing and A/R Follow agency billing procedures; pursue prompt payment; keep Producer informed on past-due items Retention and cancellations Assess cancellation requests; attempt account rescue; alert Producer Process and follow up on carrier cancellations to ensure timely, accurate resolution Claims assistance Assist clients with first notice of loss; facilitate prompt carrier response; track status; update Producer Identify exposures and recommend appropriate coverages with Producer
Professional development and teamwork Prioritize workload for accurate, timely processing across multiple steps/systems Maintain professional, courteous relationships with clients, colleagues, carriers, and vendors Stay current on industry trends, products, legislation, coverage, and technology Communicate clearly; collaborate to achieve agency goals
Qualifications Experience: Highschool diploma or equivalent required Insurance experience preferred Licensure: Active Property & Casualty (P&C) license or ability to obtain in first 60 days Communication: Strong verbal and written skills; able to explain complex topics simply Analytical: Able to interpret policies, underwriting requirements, and abstract information Market knowledge: Products, markets, rating, and underwriting procedures
Technology Proficient with MS Office Experience with insurance systems (e.g., EZLynx, Applied, AMS) preferred
Physical/working conditions Work mix: ~70% sedentary; frequent typing and repetitive hand motions Capabilities: Visual processing of written materials; clear, quick verbal communication; lift up to 10 lbs. Environment: Fast-paced, high call volume, frequent interruptions; accuracy and speed across complex workflows required Employment type: Full-time
How to apply Submit resume and salary requirements with your application
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Core responsibilities Client and Producer support Analyze client needs; review coverage forms and quotes; recommend solutions with Producer Schedule client appointments; occasionally attend prospect/client meetings with Producer Prepare applications with Producer; submit to appropriate carriers; track to bind/policy issuance Prepare summaries of insurance, schedules, proposals, and client correspondence Order/issue and verify binders, certificates, policies, endorsements; deliver with correct communications Process midterm changes and verify accuracy; coordinate corrections with carriers/clients Manage renewals end-to-end in coordination with Producer Review audits; verify accuracy; coordinate corrections with client/carrier Billing and A/R Follow agency billing procedures; pursue prompt payment; keep Producer informed on past-due items Retention and cancellations Assess cancellation requests; attempt account rescue; alert Producer Process and follow up on carrier cancellations to ensure timely, accurate resolution Claims assistance Assist clients with first notice of loss; facilitate prompt carrier response; track status; update Producer Identify exposures and recommend appropriate coverages with Producer
Professional development and teamwork Prioritize workload for accurate, timely processing across multiple steps/systems Maintain professional, courteous relationships with clients, colleagues, carriers, and vendors Stay current on industry trends, products, legislation, coverage, and technology Communicate clearly; collaborate to achieve agency goals
Qualifications Experience: Highschool diploma or equivalent required Insurance experience preferred Licensure: Active Property & Casualty (P&C) license or ability to obtain in first 60 days Communication: Strong verbal and written skills; able to explain complex topics simply Analytical: Able to interpret policies, underwriting requirements, and abstract information Market knowledge: Products, markets, rating, and underwriting procedures
Technology Proficient with MS Office Experience with insurance systems (e.g., EZLynx, Applied, AMS) preferred
Physical/working conditions Work mix: ~70% sedentary; frequent typing and repetitive hand motions Capabilities: Visual processing of written materials; clear, quick verbal communication; lift up to 10 lbs. Environment: Fast-paced, high call volume, frequent interruptions; accuracy and speed across complex workflows required Employment type: Full-time
How to apply Submit resume and salary requirements with your application
#J-18808-Ljbffr