drjobs Personal Lines Account Manager

Personal Lines Account Manager

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1 Vacancy
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Job Location drjobs

Lubbock, TX - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Job Description

PRIMARY FUNCTIONS:
  • Provide advice and counsel on personal lines matters to clients within an assigned personal lines book of business.
  • Meet daily servicing needs of our clients.
  • Ensure maximum retention of assigned personal lines book of business and work pro-actively to re-market policies whenever appropriate.
MAJOR RESPONSIBILITIES:
  • Provide outstanding customer experience to the client through communication and willingness to help.
  • Maintain renewal and expiration lists for client policies.
  • Complete quotes on renewing insurance policies through online rating tool or carrier websites.
  • Round out monoline accounts by offering quotes for additional lines of business.
  • Create auto ID cards.
  • Run various reports scanning processing of policies and policy changes.
  • Maintain relationships with carrier underwriters.
  • Be familiar with and follow agency E&O guidelines.
  • Maintain electronic and/or paper files in an orderly up-to-date manner.
  • Perform special projects or other duties at managements request.
QUALIFICATIONS:
  • Must be a self-starter imaginative and creative with good communication skills both verbal and written.
  • Strong attention to detail is necessary.
  • Must project a positive attitude be approachable and exhibit a professional appearance manner and demeanor.
  • The candidate must maintain an organized work environment and perform basic math skills (addition subtraction multiplication & division).
  • Prior insurance experience is required and a working knowledge of AMS360 is a plus.
  • Candidate must have a General Lines Property & Casualty insurance license per state requirements.
  • Candidate must possess a team mentality and display the ability to successfully work within a team structure.
  • Minimum two years experience in similar position is desirable.

Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.


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Required Experience:

Manager

Employment Type

Full-Time

Company Industry

About Company

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