Personal Lines Account Manager

The Personal Lines Account Representative/ Agent will work directly with agency clients to provide excellent service, comprehensive insurance offerings and thorough reviews of existing policies.

Essential Functions

Knowledge on all lines of business including auto, homeowners, flood, boat, umbrella, etc.

Accurately file and maintain client data and activities in the agency management system

Collect all information needed for quotes including inspections

Shop new and renewal business accounts through insurance market within agency timelines and deadlines

Use our Superior Option of Carriers to up-sell current book of business.

Market accounts to insurance carriers and/or provide required information to New Business Coordinator

Finalize and confirm all needed items and documents prior to reaching out to insured

Make and receive calls to agency insureds regarding in a professional and courteous manner

Independent servicing of assigned book of business

Work with department processor to receive calls of any endorsement, payment, questions or claims

Assist with excess workflow

Other duties as assigned

Understanding of Personal Insurance Rating Factors

Communication proficiency in person, by phone and through emails with team members and insureds

Ethical Conduct

Professionalism

Flexibility

Initiative

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or listen. The employee is frequently required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. On occasion, the employee may be required to lift up to 20 lbs.

Position Type/Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday, 9 a.m. to 5 p.m. Some overtime may be required. Some weekend event participation may be required.

Travel
Minimal to zero travel required. Travel to local events may be required. Occasional travel to other agency offices may be required.

Required Education and Experience

2-20 Insurance license / Customer Service

High School Diploma

2+ Years in a professional office environment

Proficiency with Microsoft Outlook, Word and Excel

Preferred Education and Experience

3+ years’ experience in an independent insurance agency

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