Personal Line Account Manager

The Agency Recruiting; Medford (NY); On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a service-oriented individual to join their dynamic team. The role requires a hands-on approach and the ability to manage multiple tasks in a fast-paced environment. The ideal candidate will possess strong communication skills, both written and verbal, and be committed to delivering exceptional customer service. Responsibilities include gathering rates, assisting clients with renewals, and ensuring high-quality interactions with both clients and team members. If you thrive in a collaborative setting and are dedicated to ethical conduct, this opportunity is perfect for you.

Qualifications

• Expertise in Personal Lines, especially high net worth homes.
• Strong communication and decision-making skills are essential.

Responsibilities

• Gather rates and prepare new business proposals for clients.
• Assist clients with policy renewals and ensure correct coverage.
• Provide high levels of customer service and manage renewals.

Skills

Knowledge of Personal Lines

Proposal Building

Time Management

Decision-Making Skills

Follow-Up Skills

Clear Communication

Job description

Job Summary:

The ideal candidate will be a service-oriented individual with high personal standards for ethical conduct and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, addressing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions. In our highly collaborative environment, a commitment to teamwork and effective communication is essential. This means that the desired candidate will be able to clearly communicate both internally with our team and externally with our clients and carriers.

Duties and Responsibilities:

1. Gather rates from carriers, working efficiently to prepare new business proposals for personal lines prospects and assisting writing producer with application submission and policy issue.
2. Assist clients with renewal process independently, reviewing policies for correct coverage, soliciting rewrite quotes when necessary, and ensuring a smooth transition when moving policies to a new carrier.
3. Handling direct and agency billed annual renewals.
4. Processing endorsements, accords, applications, and claims.
5. Review clients existing accounts for coverage recommendations.
6. Partake in weekly team meetings and monthly department meetings.
7. Ensure high levels of customer service interactions.
8. Work with agency producers with customer service-related tasks.
9. Ensure customers have the right coverages while identifying and resolving customer conflicts.

Skills and Abilities:

1. Knowledge of all areas of Personal Lines most notably high net worth homes.
2. Knowledge of proposal building for presentation to client.
3. Ability to work independently and anticipate client and team needs.
4. Effective time management and decision-making skills.
5. Diligent follow-up skills.
6. Ability to express ideas clearly in both written and oral communications.