Account Manager

About This Role

This Account Manager role in Personal Lines focuses on routine responsibilities and serves as a primary point of contact for clients. The role involves developing coverage strategies and plans, working as an individual contributor with occasional guidance or direct supervision.

Responsibilities

• Perform daily service on assigned tasks by Producers and/or Account Executives according to agency procedures
• Service accounts, including account transactions such as quoting and issuing policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence
• Respond to client inquiries, incoming mail, and company request needs on a timely basis
• Develop coverage strategies and plans as necessary
• Conduct insurance marketing and sales
• Collect renewal data on assigned accounts
• Provide claims support
• Review new/renewal policies and endorsements to ensure items were received as ordered
• Maintain accuracy of client data in the agency management system (Applied Systems / EPIC)
• Document all activities in the agency management system (Applied Systems / EPIC)
• Understand and utilize upload, download, and interface technology
• Assist other departments in securing and/or providing information necessary to issue appropriate policies for mutual clients
• Keep Producers informed of all important activities on their accounts, including potential problems and informing management
• Keep current with industry trends through participation in educational seminars and classes for improvement of insurance/sales skills and license compliance
• Maintain knowledge of current underwriting requirements of contracted insurance carriers
• Maintain knowledge of policy provisions and any changes in these provisions
• Complete other functions and assignments, including backup duties

Requirements

• Active Property & Casualty License
• Strong organizational skills and the ability to discern priority and initiative
• Computer skills, specifically Microsoft Word, Outlook, and Excel
• 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
• Knows and applies principles of insurance to everyday situations

Nice to have:

• Applied Systems / EPIC experience