Account Manager

SUMMARY

Provides support to the Personal Lines team in achieving new business and retention goals by servicing all lines of personal insurance. This role involves providing exceptional customer service, processing new and renewal business, and ensuring client satisfaction through timely and accurate communication. The Account Manager works closely with clients, carriers, and internal teams to maintain and grow relationships.

ESSENTIAL FUNCTIONS & RESPONSIBILITES

• Handles day-to-day service needs: endorsements, renewals, billing questions, evidence of insurance, etc.
• Provide prompt, professional service to clients via phone, email, and at times, in-person interactions.
• Conduct coverage reviews and recommend appropriate changes or enhancements.
• Maintains account files and meets regulatory requirements in accordance with established internal procedures and industry standards.
• Responsible for developing and producing submissions while negotiating premium and coverages with carriers.
• Prepares proposals for presentation to clients.
• Identify cross-sell and upsell opportunities.
• Participate in remarketing efforts when necessary.
• Quote, bind, and issue new and renewal policies.
• Maintain daily tasks and follow-ups in agency systems.
• When applicable, training or mentoring teammates.
• Perform special assignments as requested by management.

• A minimum of 3 years of insurance experience, or a combination of experience and  industry-recognized designations (CISR, CIC, CPCU, CRM, or ARM) that demonstrate equivalent expertise.
• Strong knowledge of personal insurance products, coverages, and carrier platforms.
• Ability to place coverage with limited assistance and ability to analyze personal lines coverage, forms, and rating.
• Excellent verbal and written communication skills.
• Proficiency in agency management systems and Microsoft Office Suite.
• Detail-oriented with strong organizational and problem-solving abilities.
• Ability to work independently and manage multiple priorities in a fast-paced environment.

PHYSICAL DEMANDS

The employee is occasionally required to stand, walk, and stoop.  The employee must regularly lift and/ or move up to 10 pounds.  Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.