The Senior Account Manager - Personal Lines position provides a high level of support in obtaining, maintaining, expanding, and servicing personal accounts with demonstrated experience. The role assists department leadership with special projects and business needs, grows and develops talents and insurance knowledge, and provides outstanding customer service.
Requirements
- Provide a high level of support in obtaining, maintaining, expanding, and servicing personal accounts with demonstrated experience
- Assist department leadership with special projects and business needs
- Grow and develop talents and insurance knowledge
- Handle VIP client accounts and provide outstanding customer service
- Responsible for proper documentation handling and detail-oriented workflow
- Serve as role model and mentor to account managers
- Proactively handle Pre-renewal calls and client touchpoints
- Prepare Auto ID Cards, Evidence of Property, Summary of Insurance, and Binders
- Obtain information requested by the company underwriter
- Remarketing accounts as needed for renewals and book conversions
- Review company issued new policies for accuracy
- Work with accounting to invoice all premium bearing Agency bill transactions
- Handle telephone requests and written miscellaneous correspondence
- Process cancellations requests
- Keep up to date on insurance forms and coverage changes
- Process claims and follow up as needed based on workflow
- Assist Sales Advisors with follow-up forms
- Communicate relevant information back to Sales Advisors about their clients
- Service personal lines accounts to eliminate gaps in coverage and reduce E&O exposures
- Provide prompt, accurate, courteous service to customers, producers, and company personnel
Benefits
- Competitive compensation
- Medical, dental, and vision insurance
- 401(k) with company match
- Paid time off and paid holidays
- Professional development and designation support
- Career growth opportunities
