Account Manager | Personal Lines
Robertson Ryan Insurance, Ponca, NE, United States
Personal Lines Account Manager Summary
The Personal Lines Account Manager will be responsible for handling accounts from the first point of contact, collecting information through binding, and servicing the accounts. The role requires excellent communication skills, attention to detail, the ability to multitask, and strong problem‑solving abilities. The manager must consistently provide professional and courteous service to clients, carrier representatives, underwriters, and colleagues, meeting or exceeding expectations.
Major Responsibilities
Communicate and identify opportunities to promote and enhance coverage based on client needs.
Handle customer service and items relating to coverages, claims, certificates, and accounting/billing. Provide billing support to customers.
Understand complex exposures including specialty product lines.
Organize and prioritize workflows for assigned book(s) of business.
Distribute quotes to prospective customers and current customers with follow up to answer questions.
Prepare applications, proposals, and marketing items for existing and new business.
Bind all personal lines business, including sending all documents and completing e‑signatures.
Maintain accuracy in agency management system, quoting system, and carrier systems. Input data into appropriate software for vendors/carriers/clients within required timeframe.
Assist clients with coverage changes and complete all service requests for clients.
Ensure that client issues are efficiently handled with resolution and establish a solid business rapport with clients.
Work onsite in Ponca, NE, Monday through Friday.
Complete additional office projects as needed.
Requirements
Experience handling Personal Lines Insurance, minimum 3 years (required).
Willingness to learn the insurance industry technology management systems and ability to operate various computer programs (Microsoft Office Suite, Google Suite, etc.).
Excellent oral and written communication skills.
Ability to prioritize and handle multiple tasks independently.
Property & Casualty Insurance License (required).
EEO/AA Statement Robertson Ryan provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
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Major Responsibilities
Communicate and identify opportunities to promote and enhance coverage based on client needs.
Handle customer service and items relating to coverages, claims, certificates, and accounting/billing. Provide billing support to customers.
Understand complex exposures including specialty product lines.
Organize and prioritize workflows for assigned book(s) of business.
Distribute quotes to prospective customers and current customers with follow up to answer questions.
Prepare applications, proposals, and marketing items for existing and new business.
Bind all personal lines business, including sending all documents and completing e‑signatures.
Maintain accuracy in agency management system, quoting system, and carrier systems. Input data into appropriate software for vendors/carriers/clients within required timeframe.
Assist clients with coverage changes and complete all service requests for clients.
Ensure that client issues are efficiently handled with resolution and establish a solid business rapport with clients.
Work onsite in Ponca, NE, Monday through Friday.
Complete additional office projects as needed.
Requirements
Experience handling Personal Lines Insurance, minimum 3 years (required).
Willingness to learn the insurance industry technology management systems and ability to operate various computer programs (Microsoft Office Suite, Google Suite, etc.).
Excellent oral and written communication skills.
Ability to prioritize and handle multiple tasks independently.
Property & Casualty Insurance License (required).
EEO/AA Statement Robertson Ryan provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
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