Account Manager - Personal Lines

Summary

The Personal Lines Account Manager services clients by handling new business installations, renewals and the service needs of clients by performing the following duties.

• Conducts renewal processes & meetings with Producers
• Places client calls & provides correspondence
• Oversees billing for all AB policies & collection along with Producer
• Manages policy binding on renewals
• Prepares submissions for marketing
• Provides correspondence with carriers and customers for premium bearing change requests/endorsements
• Addresses and receive non renewals with Producers/clients
• Organizes master certificates and attaches all applicable endorsements
• Collects LPR’s from clients
• Manages ImageRight documentation and file labeling upkeep
• Reviews returned policy checklists for changes and processes changes
• Coordinates all on-demand and renewal cert issuance
• Completes change request ordering from carrier
• Processes audits
• Checks endorsements from carrier for accuracy
• Processes cancellations (DB non pay, LPR’s , and non renewals)
• Handles premium bearing change requests and audits
• Completes MVR requests
• Orders loss runs when requested
• Performs other related duties and tasks as necessary or as assigned

• High School diploma or equivalent. College degree preferred. Insurance studies and designations are a plus.
• Active Property and Casualty Insurance License.
• Minimum 2-3 years of insurance experience.
• Excel and PowerPoint experience a plus
• Self-motivated and able to handle multiple tasks with minimal guidance in order to meet deadlines.
• Good oral and written communication skills to articulate key information.
• Initiative and willingness to take on additional responsibilities. High emphasis on teamwork, collaboration, data analysis, and process innovation.
• Self-starter and work with direction and taking ownership of areas of responsibility.
• Detail-oriented.