Personal Lines Account Manager

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Ref. #000R47

  • Educates clients about coverage limitations and documents in computer system when having to recommend excess and surplus coverages, as needed to meet client insurance needs
  • At each service contract, conducts a total account review and recommends changes in coverage and in markets, as needed to ensure high quality coverage by utilizing the Service Accountability Checklist
  • Handles renewals and remarkets as needed according to workflow
  • Assists clients with making coverage changes and completes all service requests for clients
  • Informs clients of policy changes, exclusions of coverage and insurance coverage needs
  • Generates documents and produces correspondence, to satisfy client service requests or to provide automation as needed by client
  • Handles or refers insured’s questions and complaints
  • Maintains detailed customer records in the management systems
  • Works with Quality Managers to satisfy questions or discrepancies on accounts in a timely manner
  • Interacts with others effectively by utilizing good communication skills, cooperates positively and provides information and guidance, as needed, to contribute to the business efforts of the agency

Experience: 3-5 years of personal lines experience, Private Client experience preferred
License/Certification: General Lines Property and Casualty (P&C) Agent’s license required
Perks & Benefits: Generous employee benefits package which includes a robust wellness program

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