Personal Lines Account Manager

Personal Lines Account Managers are responsible for assisting insurance producers and other account managers in the day-to-day handling of personal lines accounts to maintain client relationships with a strong emphasis on service and account retention.

Pyron Group & Pyron Coastal are an affiliate of Leavitt Group. A national company with over 185 locations in 26 states. It's a large, stable, and really fun company to work for!

An account manager's responsibilities

• Assist producers in marketing new accounts and renewals

• Handle carrier/client correspondence

• Maintain client files in agency management system

• Process applications and change forms

• Process quotes

• Provide customer service

• Assist with reception

• Prepare AOR changes and forward to carriers

• Prepare reports for new sales, AORs, and lost business

• Prepare new account and renewal proposals

• Assist with submission of new business and follow-up on outstanding requirements

• Assist with carrier/company/client correspondence projects as needed

Experience

1-3 years of experience working with an independent agency or brokerage

License/Certification

Active Property and Casualty License in MS or the ability to be licensed quickly

Skills

• Data Entry and online quoting experience

• Experience using AMS 360 is preferred but not required

• Basic Windows environment skills

• Microsoft Office suite experience (Excel, Word, Outlook, etc.)

• Strong knowledge of insurance terminology, coverages, policies, and procedures

• 1 - 3 years experience in a similar position

• Preferred Associate's or Bachelor's degree in a business or finance-related discipline or commensurate experience

• HS diploma or GED at minimum

• Exceptional telephone demeanor

• Ability to maintain a high level of confidentiality

Schedule

8 hours Monday - Friday

Pay

Salary commensurate with experience and licensure with bonus pay available

Benefits Package

• Health insurance

• Dental and vision insurance

• 401(k) with employer matching contributions

• Paid time off

• HSA and FSA

• Paid sick and vacation leave

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