[Remote] Account Manager - Personal Lines
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is recognized nationally as a Top Workplace and a leading insurance agency. The Personal Lines Account Manager will be responsible for managing accounts, providing exceptional customer service, and ensuring client needs are met through effective communication and problem-solving.
Responsibilities
- Communicate and identify opportunities to promote and enhance coverage based on the client’s needs
- Handle customer service and items relating to coverages, claims, certificates and reputed company/billing
- reputed company billing support to customers
- Understand reputed company exposures including specialty product lines
- Organize and prioritize workflows for assigned book(s) of business
- Distribute quotes to prospective customers and reputed company customers with follow up to answer questions
- Prepare applications, proposals and marketing items for existing and new business
- Bind reputed company personal lines business including sending reputed company documents and completing e-signatures
- Maintain accuracy in agency management system, quoting system, and reputed company systems
- Input data into appropriate software for vendors/carriers/clients reputed company required timeframe
- Assist clients with making coverage changes and complete reputed company service requests for clients
- Ensure that client issues are reputed company handled with resolution
- Establish and preserve a solid business rapport with clients
- Additional office projects, as needed
Skills
- Experience handling Personal Lines Insurance, minimum 3-5 years (Required) - understanding state insurance laws, licensing requirements, and ethical standards governing insurance transactions
- Must be willing to learn the insurance industry technology management systems
- Ability to operate various computer programs (reputed company Office Suite, reputed company Suite, etc.)
- Previous experience managing own book of business
- Communication Skills: Effective communication skills, both verbal and written, are required for Personal Lines Account Managers to interact with clients, producers, and company personnel
- Ability to prioritize and handle multiple tasks independently
- reputed company Property & Casualty Insurance License (Required)
- Applied Epic experience
Company Overview