Account Manager - Personal Lines Insurance

The Account Manager is responsible for fostering and maintaining client relationships with a strong emphasis on responsive service and account retention for our personal insurance clients. The Account Manager also provides support for Agents in the day-to-day handling of client insurance needs.

• Manage the renewal process by facilitating communication between the client, agency, agent, and partner carriers, including but not limited to updating applications and maintaining spreadsheets
  
• Facilitate the quoting process and coordinate communication with all parties
  
• Maintain strong client relationships with the ability to problem solve
  
• Inform and educate clients about coverage, exclusions, and exposures while documenting electronic files appropriately
  
• Prepare proposals, applications, and submissions to the insured and/or carrier as needed, obtains client signatures, and follow up to ensure timely responses, all in conjunction with Agents, Account Managers, and Marketing Representatives
  
• Respond to client needs by producing binders, certificates, policies, and other related items accurately and on time
  
• Actively engaged in client risk management and claim processes, facilitate communication and meetings between the carrier, client, and agency personnel
  
• Prepare summaries of insurance, schedules, and proposals
  
• Verify the accuracy of processed endorsements, taking corrective action when necessary
  
• Explain audit procedures to clients and review interim reports for credibility and coverage adequacy
  
• Order policies and prepare policy books for delivery to clients
  
• Stay abreast of developments in the insurance industry and changes in coverage
  
• Maintain accurate and current electronic files; file documentation and performance of responsibilities with clients and others in a manner that avoids potential errors and omissions
  
• Seek referrals from the current client base to solicit new business prospects
  
• Other duties requested by the broker and/or in accordance with TIS practices related to the successful retention and maintenance of client relationships. This may include some travel to client facilities when needed
  

Requirements

• High school degree or equivalency; college degree preferred
  
• Minimum 1-3 years of previous related insurance work experience
  
• Working knowledge of the personal lines insurance industry, underwriting, and rating procedures
  
• Current applicable license preferred. If not currently held, the ability to obtain licenses as required by State Department of Insurance and participate in seminars or other training to maintain license(s)
  
• Ability to comply with applicable laws
  
• Strong communication and interpersonal skills; excellent customer service and organizational skills
  
• Self-starter with the ability to work well independently yet function as part of a team
  
• Strong risk management skills including claims
  
• Ability to build strong client relationships, problem-solve, and document follow up
  
• Proficiency working in Microsoft Office (Word, Excel, and Outlook)
  

Benefits