Customer Service Representative - Personal Lines Account Manager
Red Lion, PA
PERSONAL LINES ACCOUNT MANAGER
PERSONAL LINES ACCOUNT MANAGER POSITION SUMMARY:
Account Managers will manage all aspect of Personal & Commercial Farm Insurance accounts that includes the servicing, counseling, retention and cross-selling of insurance products according to agency procedures and standards. Adhere to Agency Core Values.
ESSENTIAL JOB FUNCTIONS:
Support Producers’ sales efforts by handling accounts once bound.
Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client.
Maintain client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines.
Maintain control of renewal expiration lists, binders, and any aged receivables in accordance with agency guidelines.
Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines.
Review all items to be processed, to insure items were received as ordered.
Participate in courses for insurance/sales skills. Maintain current knowledge of underwriting requirements of carriers. Keep current with industry trends by reading appropriate journals and company bulletins.
Participate in any special projects at management’s request.
EDUCATION, EXPERIENCE AND SKILLS:
Ability to take direction and work both independently and as part of a team
Must display a positive attitude at all time with clients and fellow employees
Knowledge of all lines of personal insurance and farm insurance, including sophisticated and less common coverages, especially those products represented through agency preferred
Thorough knowledge of brokerage operations including claims handling, procedures, personal lines rating, agency management system, and applicable insurance laws/codes preferred
Experience and expertise in operating in electronic environment; excellent automation skills, including Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems
Familiarity with risk assessment and risk management techniques
Excellent time management, organizational and verbal and written communication skills
High degree of self-motivation and self-direction
Licensed in Property and Casualty
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