Personal Lines Account Manager

Personal Lines Account Manager
Full Time Main Street - MAIR - 2743 Augusta, Augusta, GA, US

Position Overview
The Account Manager is responsible for all day-to-day maintenance and service of assigned Personal Lines accounts. This position works closely with the production team to manage new and existing client accounts and relationships, ensuring a high level of client service and satisfaction. The Account Manager is responsible for achieving agency account retention goals by providing extraordinary client service, driving agency growth through proactive account rounding and cross‑selling, and marketing and placing renewal accounts as appropriate.

Responsibilities

Supports production efforts by servicing accounts once bound.

Utilizes agency service standards in the servicing of accounts.

Supports agency sales philosophy by seeking referrals from existing clients, rounding out existing accounts, and cross‑selling to other departments.

Analyzes client needs, coverage forms, policies, and proposals to identify loss exposure and recommend appropriate coverage solutions.

Prepares summaries of insurance, schedules, and proposals as needed.

Processes incoming mail, email, faxes, phone calls, and office visits, responding promptly and professionally.

Maintains client files within Agency Management System to ensure proper documentation by processing all policies, changes, invoices, proofs of insurance, as well as other service needs, attachments, and activities, in accordance with agency standards and procedures.

Follows up on service requests to confirm that the carrier/vendor has accurately processed them.

Assists clients with billing questions or concerns and works to bring a resolution to any issues.

Reviews coverage and provides information to client inquiries.

Assists clients with claims, including submitting first notice of loss, facilitating prompt response from carrier, and following up on claim status in accordance with agency standards and procedures.

Performs renewal review and risk exposure analysis to secure proper coverage, incorporating information obtained from client.

Maintains control of pre‑expiration reports, binders, and aged receivables in accordance with agency guidelines.

Determines reasons for cancellation requests; acts to save accounts.

Participates in continuing education courses for insurance/service/sales skills.

Maintains current knowledge of underwriting requirements of carriers.

Keeps current with industry trends by reading appropriate journals and company bulletins.

Participates in special projects at management’s request.

Other duties as assigned.

Qualifications

High school graduate; Four‑year college degree highly desirable (or comparable work experience)

Must possess an active Property & Casualty license in the state(s) in which business is conducted, or be willing to obtain the license upon being hired

Extensive knowledge of relevant insurance coverage and markets, including sophisticated and less common products represented through MSIG

Thorough knowledge of brokerage operations including claims handling, procedures, rating, agency management systems, and applicable insurance laws

Familiarity with risk assessment and risk management techniques

Proficient with technology and comfortable operating within a paperless environment; excellent automation skills, including Microsoft Windows, Microsoft Office, Agency Management System (Applied Epic strongly preferred), carrier proprietary systems, and softphone systems

Ability to carry out complex tasks with many concrete and abstract variables

Sets priorities and manages workflow to ensure efficient, timely, and accurate completion of tasks within a high pressure, fast‑paced environment with significant disruptions

Excellent time management, strong organizational skills, and attention to detail

Interacts with others effectively by utilizing excellent communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the agency

A high degree of self‑motivation and self‑direction

Maintains professional and effective relationships with clients, coworkers, carriers, vendors, and other business contacts

Understands the core virtues of teamwork and works well within a team environment

Hours: Monday-Friday, 8:00am-5:00pm

Preferred Office Location: 2743 Perimeter Pkwy, Building 200, Suite 125, Augusta, GA 30909 (Hybrid Work Options)

Benefits included:

Vision Insurance

Company Paid Disability Insurance

Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance

401(k) with Safe Harbor Match

Paid Time Off and Paid Holidays

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