Personal Lines Account Manager

2 days ago

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Insurance Office of America

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Bonds • Commercial Insurance • Group Benefits • Individual Benefits • Personal Insurance

1001 - 5000

Description

• Responsible for IOA account management activities including: Client service and communications; team leadership; directing daily tasks and work activities of Account Coordinators and CSRs; team productivity quality, and service levels; implementation of client insurance policies, administrative processes, tracking, renewals, new policy set-up, online rating, invoicing, accounts receivable monitoring, audit and contract review, and policy review data management/entry; team and individual processional developmental identification for sales opportunities. • Manages an assigned book of business, meeting all performance requirements regarding production, quality, and service, and ensuring that no liability associated with errors and omissions occur. • Regularly interacts with new and existing clients as needed on moderately to high complex P/L accounts. • Responsible for devising creative solutions to meet client needs as to coverage and cost. • Actively seeks to grow IOA business, including identifying and acting on sales opportunities. Tracks policy expirations for existing clients, and works proactively to ensure appropriate actions are taken to facilitate renewals. • Facilitates the management of Expiration and AR reports. • Participates in new business and policy renewal process in conjunction with Producer, CSR, Acct Coordinator, or Ops Team Leader including: Conducting client research and gathering all necessary information to ensure proper coverages. Commissions Checking with Carriers. (Accounting Requested) Evaluating and negotiating coverages and pricing. Generating and presenting proposals. Binding coverages, including securing signed mandatory forms and applications per IOA procedures. Non-payment Cancellation Email/Phone calls to Insured/No Coverage letters. Prepare Summary of Insurance. Aged Accounts Receivables, Past Due, and Payments received for Endorsements. • Creates and distributes client invoicing for any new business, renewals, or premium bearing transactions, and collects outstanding balances due. • Assists with facilitation of client claims processes as needed. • Develops and maintains positive carrier relationships. • Monitors Individual performance to ensure productivity, efficiency, quality, and service standards are met, taking corrective actions when required. • Assists with initial/new hire and ongoing training support within team.

Requirements

• 5+ years of insurance experience • College degree preferred, high school diploma or equivalent required. • All required active licensing – minimum of 20-44. • Advanced customer service skills. • Excellent multi-tasking, organizational, delegation and decision-making skills. • Advanced verbal/written communication skills. • Ability to perform substantial work volumes with high degrees of accuracy. • PC proficiency, including basic knowledge of MS Office. • Ability to read and interpret data for application in rational decision making. • Exceptional personal character.

Benefits

• Competitive salaries and bonus earning potential • Great benefits, including company paid health insurance • Paid time off for holidays, vacations, and sick time • 401K with an employer match • Participation in our employee stock plan • Opportunities for professional growth and career progression • A culture that emphasizes respect for every individual • Company commitment to work/family life balance and community service • Teammates who share your drive for excellence • Knowing every day you are helping our clients protect their families and businesses