Job Title:Account Manager

Department:Personal Lines

Location:West Division

Job Summary: 

Account Managers perform more routine responsibilities and are primary points of contact for clients they oversee. Account Managers are individual contributors; they develop coverage strategies and plan with occasional guidance or direct supervision.  

Responsibilities: 

• Perform daily service on assigned tasks by Producers and/or Account Executives with the agency’s written procedures including, but not limited to: 

• Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence. 

• Respond to client inquiries, incoming mail, and company request needs on a timely basis. 

• Develop coverage strategies and plans as necessary. 

• Insurance marketing and sales. 

• Collect renewal data on assigned accounts.

• Claims support.

• Review new/renewal policies and endorsements toensureitems were received as ordered.

• Maintain accuracy of client data in agency management system (Applied Systems/ EPIC)

• Document all activities in agency management system (Applied Systems/ EPIC)

• Understand andutilizeupload, download,and interfacetechnology.

• Assist other departments in securing and/or providing information necessary to issue appropriatepoliciesin their department for which we have a mutual client.

• Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.

• Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.

• Maintain knowledge of current underwriting requirements of contracted insurance carriers

• Maintain knowledge of policy provisions and any changes in these provisions

• Complete other functions andassignmentsassigned including backupduties.

Requirements: 

• Active Property & Casualty License Required.  

• Strong organizational skills- the ability to discern priority and initiative. 

• Computer skills, specifically Microsoft Word, Outlook and Excel 

• Excellent verbal and written communication skills as well as strong interpersonal skills 

• Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages. 

• Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form. 

• Applied Systems /EPIC experienceisa plus.

• Knows andappliesprinciples of insurance to everyday situations.

Education and Experience: 

• High School diploma required. 

• Minimum of 2 years of experience in personal lines.  

• CPCU or special training course completion is a plus.