Personal Lines Account Manager - West Coast

Job Summary
Responsible for IOA account management activities including: Client service and communications; team leadership; directing daily tasks and work activities of Account Coordinators and CSRs; team productivity quality, and service levels; implementation of client insurance policies, administrative processes, tracking, renewals, new policy set-up, online rating, invoicing, accounts receivable monitoring, audit and contract review, and policy review data management/entry; team and individual processional developmental identification for sales opportunities.

What You’ll Do:

Manages an assigned book of business, meeting all performance requirements regarding production, quality, and service, and ensuring that no liability associated with errors and omissions occur.

Regularly interacts with new and existing clients as needed on moderately to high complex P/L accounts.

Responsible for devising creative solutions to meet client needs as to coverage and cost.

Actively seeks to grow IOA business, including identifying and acting on sales opportunities. Tracks policy expirations for existing clients, and works proactively to ensure appropriate actions are taken to facilitate renewals.

Facilitates the management of Expiration and AR reports.

Participates in new business and policy renewal process in conjunction with Producer, CSR, AcctCoordinator, or Ops Team Leader including:

Conducting client research and gathering all necessary information to ensure proper coverage.

Commissions Checking with Carriers. (Accounting Requested)

Evaluating and negotiating coverages and pricing.

Generating and presenting proposals.

Binding coverages, including securing signed mandatory forms and applications per IOA procedures.

Non-payment Cancellation Email/Phone calls to Insured/No Coverage letters.

Prepare Summary of Insurance.

Aged Accounts Receivables, Past Due, and Payments received for Endorsements.

Creates and distributes client invoicing for any new business, renewals, or premium bearing transactions, and collects outstanding balances due.

Assists with facilitation of client claims processes as needed.

Develops and maintains positive carrier relationships.

Monitors individual performance to ensure productivity, efficiency, quality, and service standards are met, taking corrective actions when required.

Assists with initial
ew hire and ongoing training support within team.

What We’re Looking For:

5+ years of insurance experience

College degree preferred, high school diploma or equivalent required.

All required active licensing - minimum of 20-44.

Advanced customer service skills.

Excellent multi-tasking, organizational, delegation and decision-making skills.

Advanced verbal/written communication skills.

Ability to perform substantial work volumes with high degrees of accuracy.

PC proficiency, including basic knowledge of MS Office.

Ability to read and interpret data for application in rational decision making.

Exceptional personal character.

What We Offer:

Competitive salaries and bonus earning potential

Great benefits, including company paid health insurance

Paid time off for holidays, vacations, and sick time

401K with an employer match

Participation in our employee stock plan

Opportunities for professional growth and career progression

A culture that emphasizes respect for every individual

Company commitment to work/family life balance and community service

Teammates who share your drive for excellence

Knowing every day you are helping our clients protect their families and businesses

Personal Lines Account Manager - West Coast, Mesa, Arizona
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