Personal Lines - Account Manager

OVERVIEW

In addition to all duties of a Policy Service Associate, may be expected to maintain a book of business based on location

practice. Market and service accounts (new and existing) in a way that fosters new business development and existing client

perpetuation. Process client requests for service; gather necessary information for submission; verify and maintain account

files. Must be able to handle an account and sell policies from beginning to end as well as maintain compliance responses for

accounts sold. Might also be required to help train employees at management’s request.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of

this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-

inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional

areas to cover absences, equalize peak work periods or otherwise to balance the workload.

ALL DUTIES OF POLICY SERVICE ASSOCIAT

Assist sales representatives and/or initiate sales calls

Manage client accounts

Market existing and new accounts; negotiation with company underwriters; present best options

Maintain all records

Review monthly renewals in advance.

Prepare and maintain relevant reports

Good written and verbal communication

Ability to interact & communicate positively with co-workers

Any other duties as appropriate and assigned by management

LICENSING OR CERTIFICATION REQUIREMENTS

MUST hold current Property and Casualty License in resident state; includes maintaining by meeting all continuation education and other requirements

Must be working towards CISR designation

WORK & EDUCATION EXPERIENCE REQUIREMENTS:

2-4 years’ insurance experience

High school diploma or equivalency; some college preferred

TRAINING REQUIREMENTS:

Department Specific Training – All Modules

Microsoft Office Applications

Office Etiquette

Ethics

Time Management

Advanced Customer Service

Basic Leadership Skills

E&O Basics

ADDITIONAL/PREFERRED

CISR Designation or similar insurance designation

Advanced Leadership Skills

Life and Disability License

Any additional designations/specializations

Supervise support team

Participate in training of new hires or less experienced teammates

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

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