Account Manager - Personal Lines

Primary Purpose:

This position is responsible for providing professional service and insurance solutions to new and existing clients by processing their insurance requests promptly and accurately.

Essential Responsibilities:

• Answers telephone calls from insured customers and inquiries about endorsement requests, cancellations, remarkets/rewrites, claims, and other service inquiries.

• Utilizes sales and customer service skills to listen effectively, build rapport, develop needs, provide solutions, and improve client policy retention.

• Processes policy transactions according to company procedures.

• Follows all procedures as outlined in the Personal Lines Procedure Manual.

• Effectively utilizes selected third-party systems for customer handling (e.g., carrier sites, Applied Epic).

• Ensures client and policy information is current on the Epic system and all required documentation procedures are completed.

• Maintain active P & C License status and increase insurance knowledge by attending carrier meetings and continuing education classes.

• Attends internal office meetings and training as necessary.

• Assists other team members as needed.

• Dependable and punctual

• Handles other duties as assigned.

• Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML), including the Bank Secrecy Act (BSA).

Minimum Required Skills & Competencies:

• Must have an active P & C License.

• Excellent oral and written communication skills.

• Strong attention to detail.

• Must be dependable, reliable, and punctual.

• Strong call management skills, including active listening and speaking clearly.

• Basic computer skills, including adapting to third-party systems and software applications.

• Prior insurance industry experience.

• Ability to work well independently and as part of a team.

Desired Skills & Competencies:

• Previous experience with insurance software and related systems

• Previous experience with or training in Microsoft Office products

• Experience with agency management systems, preferably Applied Epic.

• Strong problem-solving skills.

• ACSR and/or CISR designations preferred.

Physical Requirements:

• Express or exchange ideas by means of the spoken word via email and verbally.

• Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.

• Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.

• Not substantially exposed to adverse environmental conditions.

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.

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