Personal Lines Account Manager
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Job Location:
St. Louis, MO - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Description | |
Position: | Personal Lines Account Manager |
Reports To: | Chief Operating Officer Personal Lines Manager |
Essential Functions: | Assists Producers in procuring new business and handles sales and servicing of assigned POWERS personal lines clients and prospects in an accurate and timely manner to exceed client expectations. |
Position Summary
Requires committed energetic and empathetic listener with excellent communication skills a commitment to serve others ability to multi-task problem-solve and who has a desire to achieve and continually learn. Individual must be detail oriented accurate organized and efficient. Assists Producers in procuring new business and handles sales and servicing of assigned POWERS personal lines clients and prospects.
Business Development
- Works with Personal Lines clients and prospects and Producers to determine appropriate coverages prepare applications and other submission documents review quotations and prepare proposals on new business as assigned.
- Consults with Producer to market existing assigned accounts determining appropriate coverages opportunities.
- Check and document as needed carrier alerts.
- Keeps informed of industry developments through review of trade press and by attending company training meetings on new coverages and products.
New Business
- Works with prospect and Producer to compile all information needed to provide quotes for new accounts within 2 days of receiving request.
- Pulls and assembles proper policy forms as needed.
- Selects appropriate carrier (based on product rates etc.) within 2 days of receiving request.
- Inputs new applications into system if needed and/or submits to company within 24 hours of binding.
- Prepares proposals for new accounts and reviews with Producer within 2 days if needed.
- Checks new policies and prepares for delivery to client within 3 days of receipt.
Renewal Business
- Prepares applications obtains and organizes related documents (MVRs inspections etc.) for assigned book of business when needed.
- Conducts ongoing risk management reviews of personal lines files to identify inadequate coverages or limits.
- Prepares proposals for renewals and reviews with Producer within 5 days.
- Solicits expiration dates and additional coverages from existing clients to round out accounts.
- Processes endorsements and cancellations through communication with the insured company and producers.
- Checks all policies and endorsements for accuracy and orders corrections if needed.
- Processes claims including completion of ACORD forms and monitors/assists with settlement progress if needed.
- Prepares all policy invoices correctly and completes by the time the policy is mailed.
- Responds to questions and complaints from insureds within 4 hours; resolves issues ASAP.
- Maintains professional and positive relationship with company underwriters.
Office Efficiency
- Agency objective is to be highly profitable.
- Utilizes and strives to improve the agency management system its related workflow and interface advances.
- Utilizes organizes and maintains client prospect and carrier records account folders and computer files in accordance with established procedures.
- Performs other responsibilities and duties as assigned.
Knowledge Skills and Ability Requirements
- 5 years of experience in the insurance field preferred.
- Must be a good communicator with strong verbal skills.
- Competent computer skills particularly Microsoft Office products including Word Excel and Outlook and the ability to master the agency management system are highly desirable.
- Self-directed organized accurate and efficient able to work with many individuals at various levels.
- Must be able to work with minimal supervision to achieve expected results.
- Detailed accurate strong at upselling creative thinker.
- Missouri Property and Casualty Producer License required.
Disclaimer
The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties responsibilities and qualifications required of employees assigned to the job. Associate must attend work on a regular basis on time and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. All employees must also demonstrate positive personal and interpersonal behavior and attitude with customers and employees in order to ensure a high level of expertise in supervision and general management.
Compliance
The associate has the responsibility to acquire and maintain the required knowledge of industry regulations and licenses and those regulations and policies inherent to position requirements.
Required Experience:
Manager
Key Skills
- Administration
- Facilities Management
- Advocacy
- Aerospace
- Cloud Computing
- Back Office
About Company
We are an independent insurance agency licensed in ALL 50 States and ready to support your risk management and insurance goals.
