Account Manager, Personal Lines
Core
Manage a book of insurance business, providing professional service to clients, carriers, and underwriters to handle coverage questions, renewals, and new account writing.
Role type
Account Manager (Personal Lines)
Builds
Client retention, new client accounts, and lines of coverage
Domain
Insurance brokerage / Property & Casualty
Deliverable
client delivery
Required skills
P & C Insurance Producer License, client relationship management, quote review and negotiation, policy binding and accuracy, electronic record maintenance, team delegation
Preferred skills
2+ years insurance brokerage experience, EPIC Agency Management System experience
Technologies
EPIC Agency Management System, Word, Excel, Outlook
Responsibilities
Field client communications regarding coverage, payments, and policy changes; manage client renewal process including pricing negotiation and invoicing; review quote documents for insurance requirements; manage and delegate work to Assistant Account Managers; negotiate coverage with underwriters; ensure accuracy of proposals and policy binders; maintain electronic records and client files; train and collaborate with team members on coverage knowledge.