Personal Lines Account Manager

About This Role

Manage client service and communication for personal lines insurance policies, overseeing administrative processes like renewals, invoicing, and claims assistance. Collaborate with underwriters and sales personnel to ensure comprehensive client protection and service excellence.

Responsibilities

• Maintain client records and manage book of business.
• Review and bind renewals; remarket, quote, and bind additional lines of business.
• Ensure clients' assets are protected through comprehensive insurance products and eliminate coverage gaps.
• Work with underwriters to find creative solutions for customer needs.
• Track expiration, past due renewals, and A/R reports to ensure timely servicing.
• Create and distribute client invoicing for new business, renewals, and premium-bearing endorsements; collect outstanding balances.
• Facilitate client claims processes as needed.
• Ensure productivity, efficiency, quality, and service standards are met; recommend corrective actions when appropriate.
• Maintain transparent communication with supervisor regarding obstacles and performance expectations; seek and implement performance coaching.
• Work with commercial sales personnel to develop solutions for mutual clients.

Requirements

• 5+ years of industry experience
• Experience in quoting & binding personal lines policies
• State required active licensing (2-20 or 20-44)
• Exceptional customer service and communication skills
• Strong multi-tasking, organizational, delegation, and decision-making skills
• Proficiency in MS Office (Outlook, Word, Excel)

Qualifications

• High School diploma (or equivalent)
• 5+ years of industry experience, with experience in quoting & binding personal lines policies

Skills

* Required skills

Benefits