Personal Lines Senior Account Manager

Position Summary: The Personal Lines Insurance Senior Account Manager will be responsible for managing client’s current insurance coverages, marketing new and renewal business, and rounding out client accounts. In addition to client relationships, an Account Manager also maintains positive relationships with internal and external stakeholders.

Supervisory Responsibilities: None

Essential Tasks

Assisting the Personal Lines Sales Producer in maintaining the client's insurance policies

Acts with independent discretion and autonomy. Attends client meetings and influences decision-making on behalf of the insured.

Represents the firm in a professional manner through appearance, communication style, and demeanor

Preparing endorsements to send to the insurance carriers

Assisting with cancellations of policies

Educates clients about coverages and make recommendations as needed to meet client insurance needs

Handles renewals and remarkets as needed. Develop proposals and may present to clients.

Handles or refers insured’s questions or delegates to appropriate team member

Actively refers clients to Benefits and Commercial Lines departments for solicitation of new business

Maintains detailed customer records in the agency management systems (Applied EPIC and CSR 24)

Maintains healthy working relationship with underwriters, carriers and other stakeholders

On occasion, may work with Accounting Department to reconcile accounting discrepancies

Keeps informed regarding industry information, new product information, coverages, and technology to continuously improve knowledge and stay current

Core Competencies

Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner

Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly

Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences

Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively

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