Personal Lines Account Manager
Job Details
Experienced
Turlock - Turlock, CA
Full Time
Property & Casualty License
None
Day
Customer Service
Description

Recently voted “Best Insurance Agency” by the citizens of Stanislaus County, Winton-Ireland Insurance Agency prides itself on being both an excellent place to work, and an asset to the community.

 

Winton-Ireland Insurance Agency was founded in 1913 and is presently one of the largest agencies in the Central Valley and a recognized leader in all areas of insurance.  With direct access to most major insurance carriers, we are able to identify and customize the most suitable and competitively priced programs available. Our mission is to be the foremost provider of insurance related services. Serving our client is #1; there is no #2.

 

We are seeking an energetic, licensed, professional Personal Lines Account Manager with Insurance experience to join our team. Remote work available.

 

Summary

This position includes the complete servicing of personal lines accounts, which includes new and renewal personal lines business.  

This position requires accurate and courteous service to our fellow employees, clients, producers and company personnel.  Each Account Manager shall grow and develop his/her talents and insurance knowledge to the highest level possible.

 

Principle Duties and Responsibilities

Directly responsible for the daily service requirements on assigned book of business including, but not limited to:

  • rating and quoting new and renewal business
  • binding coverage and confirming with client
  • preparing and/or supervising preparation of quotes for new and renewal clients
  • reviewing (and processing) all applications, renewal requests, policies, and endorsements for accuracy  
  • maintaining automated files according to agency procedures
  • monitoring past due accounts and contacting insured and/or producer as needed
  • assisting other agency departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client
  • keeping producers informed of all important activities on their accounts including being sensitive to potential problems and informing management  
  • service the client according to written Agency Standard Operating Procedures
  • keeping client records, spreadsheets and summaries up-to-date
  • assisting in cross selling and account rounding
  • answering the telephone, as needed
  • greeting walk-in clients
  • taking payments from clients  
  • assisting other Account Managers as needed, including taking calls from the client if the usual Account Manager is not available
  • completing other essential functions as assigned
Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or abilities required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

Education and/or Experience: Associate’s degree (A.A.) or equivalent from two-year college or technical school, or one to two years related experience and/or training, or equivalent combination of education and experience.  Account Manager should have thorough understanding of insurance industry, personal lines underwriting, products and coverage. Account Manager must be fully licensed as a Fire & Casualty Broker/Agent.

 

Knowledge, Abilities and Skills:

  • Strong organizational skills; ability to discern priority and initiative. 
  • Computer skills, specifically AMS 360, ImageRight/WorkSmart, Microsoft Word, E-mail and Microsoft Excel Ø Excellent verbal  and written communication skills as well as strong interpersonal skills.
  • Mathematical Skills: - Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions and percentages. 
  • Reasoning Skills: - Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form.

 

Physical Demands of the job that must be met by an employee to successfully perform the essential functions are represented below.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Frequently required to use manual dexterity.
  • Regularly required to sit for long periods of time and talk or listen.
  • Occasionally required to stand; walk; reach with hands and arms; climb or balance; and stoop, kneel or crouch.  
  • Occasionally required to lift and/or move up to 10 pounds.
  • Specific vision abilities required by this job include close vision, peripheral vision, and ability to adjust focus

 

Personal -  Maintain knowledge of underwriting criteria and keep current on rates, forms and coverage changes through circulars and bulletins, trade publications, seminars and schools offered.

 

WORK ENVIRONMENT - characteristics are relatively stable.  The noise level is usually moderate and the exposure to hazardous conditions is practically non-existent.  Listed below are applicable special environmental conditions.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Fast-paced Multiple tasking environment with high disruption.

 

DISCLAIMER - This job description is intended to describe the level of work required of the person performing the job and the physical requirements normal to the position.  Other duties may be assigned as needs arise or as required to support the essential functions.

This description is not intended as a contract and is subject to change and revision.  Any written contractual agreements will supersede this job description.  All requirements may be modified to reasonably accommodate physically or mentally challenged employees. 

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