Personal Lines Account Manager

Mulling Insurance Agency, Inc.; Florida; Hybrid; USD 57,000 - 64,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Disability insurance

Flexible schedule

Health insurance

Paid time off

Vision insurance

Hybrid work environment

Quarterly bonuses

Job summary

Mulling Insurance Agency, Inc. in Florida is seeking a Personal Lines Account Manager to support the Personal Lines book, obtain and service accounts, and work closely with the General Manager. After training, employees may work remote one or two days per week, with a strong focus on accuracy and client service.

The role requires a 440 license with the goal to obtain a 220 license within the first year, and offers a hybrid schedule, PTO, health and other benefits as listed.

Qualifications

• Must hold a Property & Casualty (P&C) license and be willing to obtain a 220 license within the first year.

Responsibilities

• Screen and process Personal Lines applications with complete client information.
• Review applications, renewals, and endorsements for underwriting compliance.
• Process Personal Lines renewals for the sales agent.
• Handle client requests and upsell coverages on behalf of the producer.
• Prepare ID cards for Auto clients as needed.
• Initiate and prepare endorsement requests on Personal Lines.

Skills

P&C license

Job description

Job Description

Mulling Insurance Agency, Inc. was founded in 1957 by J. Foister Mulling. The company continues to be owned and operated by the Mulling family, including Jim Mulling (President), Kevin Mulling (VP of Operations), and Mark Spann (VP of Sales). The agency now consists of 40+ team members proudly serving 10,000+ businesses and individuals in Central Florida.

Mulling Insurance Agency provides quality personal, commercial and employee benefits insurance products to individuals and businesses located within our trade area to help them achieve their financial security goals. Our staff will be dedicated to pursuing insurance knowledge and skills that will benefit our clients by providing them current, accurate information about insurance products and delivering outstanding service that exceeds their needs and requests.

Job Summary

The Personal Lines Account Manager works under the direction of the General Manager, to provide Personal Lines support in obtaining, maintaining, expanding, and servicing accounts. The ability to work in a fast-paced environment with strong attention to detail is essential. Candidates must be highly motivated and detail-oriented. Successful candidates will have excellent customer service skills and must be outcome-oriented. Only local candidates will be considered. Once training is completed and management feels employee is ready, employee will be allowed to work remote one-two days a week on a scheduled day.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Evenings Off
• Christmas Bonus (equal to one weeks pay)
• Family work environment
• Paid Holidays
• Hybrid work environment
• Quarterly bonuses

Responsibilities

Primary Responsibilities:

• Screen and process all Personal Lines applications, obtaining complete information from client.
• Review all applications, renewal requests, and endorsements for compliance with underwriting authority and guidelines.
• Process and solicit Personal Lines renewals on behalf of the sales agent.
• Handle client requests and solicit improved or additional coverages on behalf of the producer.
• Prepare and/or authorize ID cards for Auto clients when necessary.
• Initiate, screen, and prepare endorsement requests on Personal Lines.
• Handle mortgagee requests and inquiries by telephone and/or letter.
• Assist the producer and Accounting Department with collections and process cancellation requests.
• Rate and compute endorsement, cancellation, additional, or return premiums.
• Review company-produced policies and endorsements for accuracy.
• Keep up to date on rate, form, and coverage changes through bulletins and circulars, and maintain all Personal Lines manuals and rate books.
• Compute and type premium finance contracts as needed.
• Take claim reports and maintain claim files on clients handled.
• Participate in seminars and classes for skill and knowledge development.
• Perform other duties as required.
• Sitting for long periods working on a computer (6-7.5 hrs. a day)
• Using a computer for long periods (6-7.5 hrs. s day)

Partial work from home schedule after 90 day period and successful performance review.

Knowledge, Skills, and Abilities:

• Must have at least a 440 license and be willing to obtain a 220 agent license within the 1st
• year of employment
• Capable of consistent performance
• Outstanding work ethic
• Detail oriented personality
• Professional appearance and demeanor
• Teamwork and other-oriented individual
• Above average interpersonal skills, both verbal and written
• Proficient with Microsoft Office and other technology

Job Type: Permanent

Pay: $57,000.00 - $64,000.00 per year

Benefits:

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

Supplemental Pay:

• Bonus opportunities
• Commission pay

Requirements

Experience:

Property & Casualty Insurance: 3 years (Required) (Home, auto, umbrella, boat, motorcycle coverages)

License/Certification:

Property & Casualty License (220) (Required). 440 license is ok, with the understanding that a 220 license will need to be obtained within the first year of employment. The agency will pick up the cost for the class for the 220