Customer Service Representative - Personal Lines Account Manager

PERSONAL LINES ACCOUNT MANAGER

PRIMARY ROLE:              

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