Personal Lines Account Manager

Frank Balbo Trucking; Chandler (AZ); On-site; USD 55,000 - 75,000; Full time

Job summary

Blue Lion Insurance Brokers in Chandler, AZ is seeking a Personal Lines Account Manager to meet our clients' insurance needs and deliver prompt, professional service.

You will manage complex personal lines accounts, handle renewals, and assist clients with claims, while maintaining accurate data in the EPIC system and working to achieve high retention. This role emphasizes client trust, cross-functional collaboration, and ongoing knowledge growth.

Qualifications

• College education with 3+ years insurance experience or 5+ years insurance experience.
• Must hold a valid Property Casualty Broker-Agent license.
• Ability to communicate effectively, both verbally and in writing, with others to explain complex issues.

Responsibilities

• Handle complex personal lines accounts.
• Process renewals and changes with emphasis on Personal Lines Insurance Risk Management.
• Prepare annual review letters offering recommendations based on clients' insurance needs.
• Assist clients with reporting claims.
• Maintain accurate client information in the Applied EPIC system.
• Aim for 95% retention by marketing renewals and following up on billing, cancellations, and Broker of Record letters.
• Solicit and process additional lines of coverage for all accounts.
• Provide basic information on all personal lines and direct clients accordingly.
• Maintain courteous relationships with clients, carriers, COIs and other contacts.
• Keep informed of industry information and technology to improve knowledge and performance.

Skills

Communication skills

Property Casualty Broker-Agent license

Insurance knowledge

Account management

Education

College education (any field)

Tools

Applied EPIC system

Job description

Account Manager - Personal Lines

Agency Partner: Blue Lion Insurance Brokers -- Chandler, AZ 85224

Description

The primary function of the Personal Lines Account Manager is to meet the overall insurance needs of our clients. The Personal Lines Account Manager must provide prompt, accurate, professional service to our clients and company personnel in order to maintain and grow our personal lines book of business.

Major Responsibilities

Service

• Ability to handle complex accounts.
• Ordering and processing renewal and change requests with an emphasis on Personal Lines Insurance Risk Management.
• Prepares review letters on an annual basis, offering recommendations to clients based on analysis of clients insurance needs.
• Assists clients with reporting claims.
• Maintain accurate and current detailed information in the Applied EPIC system.

Retention

• Works to ensure that the agency goal of 95% retention is met. Acting proactively to market renewals, identify gaps or new available discounts, following up on outstanding billing notices, cancellations, and Broker of Record letters.

Account Rounding

• Actively solicits and processes additional lines of coverage for all accounts both new and existing book of business.
• Available to provide basic information on all personal lines of insurance and directs clients accordingly.

Teamwork

• Maintains a courteous and effective relationship with clients, co-workers, Carriers, COI’s and other business contacts.
• Ability to share knowledge and skills with others.

Personal and Organizational Development

• Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
• Utilizes good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.

Requirements

Required Skills/Abilities

• College education with a minimum of 3 years insurance experience or a minimum of 5 years insurance experience.
• Must hold a valid Property Casualty Broker-Agent license.
• Ability to communicate effectively, both verbally and in writing, with others to explain complex issues, receive and interpret complex information, and respond appropriately.
• Knowledge of insurance products and usages.
• Knowledge of insurance markets and reference to markets.
• Ability to carry out complex tasks with many concrete and abstract variables.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to pull or lift up to 15 pounds at times.

Reasonable accommodations may be made to assist individuals with disabilities to perform the essential job functions.

Note

This job description is not intended to list all the responsibilities but, to provide a general description of the responsibilities for your position. Management reserves the right to assign or reassign duties and/or responsibilities for your position at any given time to fulfill operation needs.

This is an At-Will position

Employment with Alkeme Intermediary Holdings, LLC is strictly At-Will and you may quit or be transferred, reassigned, promoted, suspended, demoted and/or discharged at any time, with or without cause and with or without prior notice.