Personal Lines Account Manager

PURPOSE:

This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.

This opportunity as a Personal Lines Account Manager within the Shepherd family, you will assist insurance advisors in the handling and processing of new and renewal personal lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and servicing personal accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested.

RESPONSIBILITIES:

• Provide positive, prompt, and accurate service to clients.
• Assist in marketing new and renewal business. Evaluate premiums, prepare proposals, presentation packets and maintain underwriting and marketing information by carrier.
• Assist advisors with cross-selling and account rounding.
• Receive phone calls from clients and companies regarding policy coverage, claims or administrative needs: comply with the request and/or refer to the advisor when necessary.
• Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
• Perform other related duties as assigned.