Account Manager, Personal Insurance

Account Manager, Personal Insurance:

One thing we’re always asking ourselves is: why do people think the insurance industry is “boring?” Spend one day in an Account Manager’s shoes and you’ll find that they are always up for a challenge and love building relationships with our clients while constantly growing and expanding their insurance know-how. We’re currently looking for an Account Manager, Personal Insurance who will work with producers and carriers to provide exceptional service to our clients.

What’s the work like?

You will:

• Perform all personal lines service needs including applications, quotations, ID cards, endorsements, binders, billings, renewals, action items and correspondence on assigned accounts
• Market new and renewal business
• Assist in the sales process of personal insurance products
• Enter and maintain underwriting and marketing information in appropriate database
• Receive, document and process all insureds’, producers’ and insurance companies’ requests for service and submit information to insurance companies in a timely manner
• Conduct annual coverage surveys and recommend/sell additional coverage and/or increases in limits
• Review new business, renewals and endorsements to ensure items are received as ordered while following agency procedures
• Obtain expiration dates for additional policies on all mono-line accounts
• Maintain accurate and complete client activity information in the agency management systems
• Reporting claims to carriers
• Incorporate the capabilities of the agency management systems into daily workflow
• Maintain knowledge of current underwriting and policy provisions, including binding authority, of contracted insurance carriers
  

What do I need to know?

You have to have…

• a valid driver’s license
• a high school diploma or equivalent
• a Property and Casualty Agent’s license
• 3 or more years of Personal Lines and/or personal insurance product experience
• strong time management and organizational skills
• strong verbal and written communication skills

We'd like it if you have... 

• AAI, CIC, CPCU, CPIA and/or CISR designations
• Knowledge of all personal lines products and rating procedures

Okay, so what’s in it for me?

• competitive salary
• Health, Dental, Vision, Life, Disability, and Long Term Care insurance
• Health Savings Account with employer contribution
• 401k with match
• Paid Time Off available to use on your first day
• flexible work schedules including a 37.5 hour work week 
• education and tuition reimbursement programs
• fun working environment (company outings, bag-o competitions, plenty of food days, to name a few!)