Job description

Title: Personal Lines Account Manager

Reports to: Service Team Leader

Job Summary: The Personal Lines Account Manager’s primary responsibility is to handle the daily service of existing clients and play a critical support role for the sales team.

Standards of Performance:

1. Actively supports and incorporates company mission and core values into daily activities.

2. Maintains a positive and respectful attitude with colleagues, customers and carriers.

3. Works as a team member to achieve department goals and overall company goals.

4. Demonstrates positive customer service skills, internally and externally, with effective communication, respect, and integrity.

5. Maintains confidentiality of all information related to clients, customers, employees, carriers, or as appropriate, other information.

6. Consistently reports to work on time prepared to perform duties of position.

7. Demonstrates leadership skills and continually leads by example.

Essential Duties:

1. Responsible for servicing new and existing Personal Lines Client Accounts.

2. Duties include recommending coverages and preparing quotes and proposals to sell new accounts.

3. Review accounts and actively solicit increases in coverages or rounding out accounts as applicable.

4. Process client changes.

5. Educate clients regarding coverage exclusions or limitations. Actively seek referrals.

6. Maintain Client database with proper documentation.

7. Assist Clients in submitting claims and explain the claims process.

8. Process incoming calls, mail, and email requests promptly and appropriately.

9. Perform functions on the Agency Management System (AMS) proficiently and according to agency procedures.

10. Design, present, and help the client implement a sound insurance plan including other referrals and recommendations for other necessary lines of business.

11. Analyze insurance sections of contracts, leases, and other documents to identify compliance issues, and offer solutions and additional costs to the client.

12. Complete and review applications, renewal requests, and endorsements for compliance with underwriting authority and guidelines.

13. Consistently provide superior customer service by promptly and thoroughly responding to the clients’ needs and requests.

14. Participate in seminars and classes to enhance skills and develop core competencies.

15. Build effective relationships with clients and are the first point of contact and owner of coverage or process questions and troubleshooting issues.

16. Performs additional assigned duties as necessary.

Qualification Requirements:

1. Possesses a supportive and responsive manner with internal and external customers.

2. Possesses High School diploma or equivalent (College Associates or Bachelor’s degree preferred).

3. Holds a current property/casualty agent’s license or will be able to obtain license in an established time frame.

4. Has ability to perform multiple tasks in complex working environment accurately and efficiently.

5. Has knowledge and experience necessary for independent decision-making ability.

6. Healthy: Makes teamwork and unity a priority, even when it is hard, strong ethical values, excellent work ethic, and integrity

• Hungry: Wants to consistently improve themselves and others around them.
• Stakeholder: Self-motivated, mature adult that welcomes ownership in their role and is able to work in a fast-paced and dynamic environment.
• Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions.
• Work as a team with a positive attitude.
• Must be able to communicate effectively on the phone & provide an Awesome Customer Experience.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

· While performing the duties of this job, the employee is regularly required to see, hear, and project voice well enough without amplification. There is frequent need for the employee to stand, sit, walk, use repetitive small motor activity, use hands and fingers, and reach with hands and arms.

· The employee is occasionally required to lift and carry up to 10 pounds; to stoop, kneel, crouch, and to ascend and descend stairs.

· This position requires a high-energy level and ability to handle stress-related situations daily.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made for individuals with disabilities.

Job Type: Full-time

Pay: $35,000.00 - $50,000.00 per year

Benefits:

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

Contract type:

• Permanent

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid remote

Ability to commute/relocate:

• Ontario, OR 97914: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• High school or equivalent (Required)

Experience:

• Customer service: 1 year (Preferred)
• Leadership: 1 year (Preferred)

Work Location: Hybrid remote in Ontario, OR 97914

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