Account Manager - Personal Lines
Core
Servicing existing personal insurance accounts while generating revenue through cross-selling, account rounding, and new business.
Role type
Personal Lines Account Manager
Builds
Personal insurance policies and coverage solutions for individual customers
Domain
Insurance / Personal Lines
Deliverable
client delivery
Required skills
Property & Casualty licensing, personal lines coverage knowledge, contract language interpretation, claims reporting, proposal preparation, account management system proficiency
Preferred skills
AMS360 experience, computerized rating program familiarity, underwriting guidelines knowledge
Technologies
Microsoft Windows, Word, Excel, AMS360
Responsibilities
Analyze customer exposures and determine coverage needs; Generate annual revenue via cross-selling and new business; Prepare proposals and present recommendations to customers; Assist with coverage changes, billing, and day-to-day questions; Update policy information and run accounts in agency management system; Report claims to carriers; Complete underwriting specifications and documentation; Prepare policy renewals and endorsements.
Seniority
Individual Contributor, entry to mid-level