Account Manager - Personal Insurance

16 hours ago

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Risk Management • Consulting • Business Insurance • Employee Benefits • Surety Bonds

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Description

• Are you looking for? • Time back in your day • Flexible schedule including work-from-home options • Paid time off • Fun working environment • Tuition reimbursement • Growth & development • Spend one day in an Account Manager’s shoes and you’ll find that they are always up for a challenge and love building relationships with our clients while constantly growing and expanding their insurance know-how. • We’re currently looking for a Account Manager, Personal Insurance who will work with producers and carriers to provide exceptional service to our clients. • What’s the work like? • Market new and renewal business • Assist in the sales process of personal insurance products • Enter and maintain underwriting and marketing information in appropriate database • Receive, document and process all insureds’, producers’ and insurance companies’ requests for service and submit information to insurance companies in a timely manner • Conduct annual coverage surveys and recommend/sell additional coverage and/or increases in limits • Review new business, renewals and endorsements to ensure items are received as ordered while following agency procedures • Obtain expiration dates for additional policies on all mono-line accounts • Maintain accurate and complete client activity information in the agency management systems • Incorporate the capabilities of the agency management systems into daily workflow • Maintain knowledge of current underwriting and policy provisions, including binding authority, of contracted insurance carriers • Ensure confidentiality is maintained in the collection, maintenance, and dissemination of highly sensitive information, including Protected Health Information (PHI) and credit information • Maintain effective communication with producers to keep them informed of all important activities on respective accounts • Service personal lines accounts in a manner to eliminate gaps in coverage to reduce E&O exposures • Maintain, develop, and pursue technical knowledge through newsletters, bulletins, seminars, trade publications or other educational opportunities • Maintain regular and consistent attendance • Any other special projects and duties as assigned

Requirements

• Valid Driver’s License • Resident Property and Casualty Agent’s license • AAI, CIC, CPCU, and/or CISR designations obtained or commitment to obtain preferred • Knowledgeable of all personal lines products and rating procedures • Excellent verbal and written communication skills • Strong organizational skills • Proficiency in Microsoft Office products (Word, Excel) and electronic mail system (e.g., Outlook) • Proficiency in office equipment such as computer, copier, and phone • Proficiency in word processing and typing skills • Strong respect for confidentiality • Regular and consistent attendance • Ability to observe safety and security procedures and use equipment and materials properly • Ability to conform with and abide by all workplace policies, work procedures, and instructions • Ability to establish and maintain effective working relationships with company employees and external contacts • High school diploma or equivalent • Three (3) or more years of Personal Lines and/or personal insurance product experience

Benefits

• Competitive Pay: We strive to pay our employees a competitive market compensation • You’re covered: health, dental, vision, HSA with employer contributions, 401k, employer-paid short-term & long-term disability, life insurance • Dress: Dress for your day – bring your whole self to work so you can be as comfortable at work as you are in your personal life. • Flexibility: Time back in your day? We got you. A 37.5 work week and telecommuting options as well as PTO starting at 3 weeks/year. • Wellness: Stretch away the stress every morning or night with our in-office gym or workout classes. Mental health resources - EAP • Education: Like to go back to school? Learn something new? We’ll provide tuition reimbursement to support you in your goals. • Fun working environment: Who likes a boring working environment? No one. We have plenty of fun with frequent company outings, food days, and fun competitions to name a few!