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The Personal Lines Account Manager handles the daily management of a personal lines book of business, including policy changes, claims support, coverage questions, and service processing such as certificates and ID cards. This role supports renewals, identifies coverage gaps, maintains compliance, and builds strong client and carrier relationships to drive retention and account growth.
Job Responsibility:
Handles the daily management of a personal lines book of business, including policy changes, claims support, coverage questions, and service processing such as certificates and ID cards
Supports renewals, identifies coverage gaps, maintains compliance, and builds strong client and carrier relationships to drive retention and account growth
Responsible for the day-to-day account management of an assigned book of business, including but not limited to invoicing, claims reporting and follow up as needed, premium breakdowns, policy changes, review of policy forms, providing coverage comparisons, and responding to policy questions
Responsible for the oversight and completion of tasks including but not limited to issuance of certificates of insurance, auto ID cards, and processing policies/endorsements
Build courteous and successful relationships with clients, vendors, and carriers to improve client retention
Identify gaps in coverage and consult leadership or producer of options to advise the client
Assist in the renewal process for all assigned and prospective clients with the producer including ordering updated loss information, obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and facilitating the renewal pricing as well as preparing the renewal proposal, and binders
Review and document internal compliance and client disclosure requirements, policies, endorsements, and certificates to ensure alignment with client expectations, legal requirements and insurance operations
Assist in growing the assigned book of business through account rounding and referrals
Requirements:
Active Property & Casualty Producer License
2+ years personal insurance experience
AMS360 experience
Proficiency in Microsoft Office 365
What we offer:
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more