Personal Lines Account Manager
Core
Manages a book of insurance business with high autonomy, ensuring account retention and supporting producers in expanding business.
Role type
Account Manager (Insurance Brokerage)
Builds
Insurance policies and client service solutions
Domain
Insurance brokerage / Property & Casualty
Deliverable
client delivery
Required skills
client service, account management, insurance plan analysis, carrier liaison, negotiation, claims troubleshooting, new business development, cross-selling, data documentation, industry trend monitoring
Preferred skills
none stated
Technologies
Microsoft Office, automated agency management systems
Responsibilities
Make decisions on books of insurance business; oversee preparation and implementation of transactions and paperwork; acquire understanding of clients' insurance objectives and analyze plans; act as liaison between clients and carriers to resolve complex service issues; negotiate with underwriters and carriers; troubleshoot claims and billing issues; develop new business from existing accounts and leads; identify and follow up on cross-selling opportunities; manage and conduct client meetings; document conversations and update computer systems; ensure data accuracy in systems; prepare reports for management; attend continuing education training.
Seniority
Mid-level, hands-on IC