Personal Lines Account Manager - Hybrid Schedule

General Job Summary

The Personal Lines Account Manager is responsible for making changes to customer accounts within carrier guidelines. Remarket current personal lines business when necessary. Round current accounts with additional products to help retain book of business. Solicit, refer, and evaluate new insurance clients. Obtain and process information/documentation from carriers. Service existing accounts including but not limited to payments, changes, claims, and requotes.

Summary of Essential Job Functions

• Renewal Reviews of all personal lines accounts based on agency procedures.
• Evaluate customer inquiries to make an informed decision.
• Follow up with underwriter and customer through renewal process and with changes.
• Log all activities in agency management system.
• Maintain records, reports, and files as applicable.
• Answer customer inquiries regarding coverage, changes, claims, etc.
• Round current customers accounts when servicing the client.
• Remarketing Personal customers when requested by customer.
• Handle overflow of new business when needed.
• Assist Producer(s) when needed.

Other Job Functions

• Maintain required disclosure postings and licensing (continuing education, etc.)
• Attend all required meetings/trainings.
• Answer telephones as needed.
• All other duties as assigned by management.