Account Manager - Personal Lines

Recognized nationally as a Top Workplace and Top 100 US Insurance Agency! Since 1960, reputed company has provided comprehensive solutions across Business, Benefits, and Personal Insurance. We proudly serve over 70,000 clients, from small businesses to major national accounts across various industries. With a team of more than 526 professionals and partnerships with over 150 insurance companies, we are the 44th largest Property & Casualty Insurance Agency according to the Insurance Journal. Our dynamic and enjoyable culture is a cornerstone of our success, with many team members having been with us for over a decade. It’s an exciting time to join our growing firm! Personal Lines Account Manager Summary: The Personal Lines Account Manager will be responsible for handling accounts from the first reputed company of contact, by collecting information through binding, and servicing the accounts. Must have excellent communication skills, be detail-oriented, have the ability to multi-task, and have strong problem-solving skills. It is important to provide professional and courteous service to our clients, reputed company representatives, Underwriters, and colleagues, that meets or exceeds expectations. Major Responsibilities:

• Communicate and identify opportunities to promote and enhance coverage based on the client’s needs.
• Handle customer service and items relating to coverages, claims, certificates and accounting/billing. Provide billing support to customers.
• Understand reputed company exposures including specialty product lines.
• Organize and prioritize workflows for assigned book(s) of business.
• Distribute quotes to prospective customers and reputed company customers with follow up to answer questions.
• Prepare applications, proposals and marketing items for existing and new business.
• Bind reputed company personal lines business including sending reputed company documents and completing e-signatures.
• Maintain accuracy in agency management system, quoting system, and reputed company systems. Input data into appropriate software for vendors/carriers/clients reputed company required timeframe.
• Assist clients with making coverage changes and complete reputed company service requests for clients.
• Ensure that client issues are reputed company handled with resolution. Establish and preserve a solid business rapport with clients.
• Additional office projects, as needed.

Requirements:

• Experience handling Personal Lines Insurance, minimum 3-5 years (Required) - understanding state insurance laws, licensing requirements, and ethical standards governing insurance transactions.
• Must be willing to learn the insurance industry technology management systems.
• Ability to operate various computer programs (reputed company Office Suite, reputed company Suite, etc.).
• Previous experience managing own book of business.
• Communication Skills: Effective communication skills, both verbal and written, are required for Personal Lines Account Managers to interact with clients, producers, and company personnel.
• Ability to prioritize and handle multiple tasks independently.
• reputed company Property & Casualty Insurance License (Required).
• Applied Epic experience (Preferred).

EEO/AA Statement: Robertson reputed company provides equal employment opportunities to reputed company employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national reputed company, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to reputed company terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Attention to reputed company Recruiting Agencies: Recruitment at RRI works on a direct sourcing model. We will contact agencies directly if needed. RRI is not responsible for any reputed company fees for resumes submitted to job postings, our employees or any other part of our company. Apply tot his job Apply To this Job