SUMMARY

As a member of the Personal Lines team the Personal Lines Account Manager is responsible for the day-to-day servicing of a book of business including renewals, new business, policy changes, and customer communication.   The ability to work in a team environment is critical, as well as the ability to display initiative and independent judgment in the execution of job functions.

ESSENTIAL JOB FUNCTIONS

• Managing the renewal process for existing clients including preparing renewal proposals and binders.
• Preparing appropriate documentation, completing applications for new customers, and issuing insurance certificates.
• Advising on insurance matters and recommending appropriate coverage.
• Manage accounts receivable for agency bill policies.
• Submit and following up on claims.
• Communicate with underwriters to discuss and negotiate policy terms for purposes of new business quotations, renewals, and endorsements.
• Maintaining an up-to-date knowledge of company underwriting guidelines.
• Providing outstanding client service in a professional manner at all times.
• Generating increased sales by cross selling all other insurance requirements

KNOWLEDGE/SKILLS/ABILITIES

• Adept at managing multiple deadlines and setting priorities
• Strong command of the English language
• Communication skills necessary to provide information in a courteous and comprehensible fashion (oral and written)
• Knowledge of company policies and procedures.

QUALIFICAITONS

• RIBO License
• 3+ years insurance experience as a Personal Lines Account Manager
• Microsoft, Word, Excel, Outlook, SigXP or BMS.
• Excellent verbal and written communication skills
• Proven interpersonal skills and ability to collaborate with team members for problem-solving.
• Solid understanding of policy wordings/coverage’s
• CAIB/CIP or CRM would be an asset