Personal Lines Account Manager

About the Role

Key Responsibilities

• Enter and maintain accurate policy information in EPIC for all client servicing, processing transactions, and documentation.
• Review new business, renewals and endorsements to ensure items are accurate as ordered.
• Respond to client inquiries, advisor and carrier requests on a timely and professional basis.
• Rate new business or submit to the company to rate.
• Make marketing and coverage recommendations to producers.
• Enter and update prospect data and marketing activities in EPIC.
• Prepare proposals and recommendations that ensure clients and prospects understand coverages and reflect a professional image of the agency.
• Follow-up on outstanding items and manage open activities on a timely basis with documentation in EPIC.
• Identify cross-selling and up-sale opportunities and refer or handle them accordingly.
• Report new claims and monitor open claims, providing follow-up and service in accordance with agency procedures.
• Maintain up-to-date knowledge of underwriting requirements, binding authority, insurance coverage, and policy provisions.
• Maintain expertise in agency computer systems, third-party resources, and computer programs.
• Maintain positive, productive relationships with carriers, producers, and fellow employees.
• Assist in general office duties as requested and needed.
• Know by name and face as many customers and employees as possible, calling them by name as often as possible.
• Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
• Conduct activities consistent with established policies, procedures, laws, and regulations.
• Ensure information security and compliance with policies and standards.
• Perform other duties as assigned.

Requirements

• Appropriate state insurance license.
• Proficient computer skills, working knowledge of Microsoft Office products, and strong data entry skills.
• Clear and concise oral, written and interpersonal communication skills.
• Customer service focus presenting a positive, professional image.
• Ability to handle multiple tasks, set priorities and remain poised under pressure.
• Property and Casualty insurance experience highly desired.

Nice to Have

• Property and Casualty insurance experience.

Qualifications

• Appropriate state insurance license.

Benefits & Perks

• Health insurance
• Dental insurance
• 401(k)
• Paid time off
• Parental leave
• Vision insurance