Personal Lines Account Manager

Troxellins; Hawthorne Place (IL); Hybrid; USD 52,000 - 76,000; Full time

Benefits offered by this job

Hybrid workplace

Health insurance options

401(k) with employer match

Paid time off

Job summary

Troxell in Springfield, IL seeks a Personal Lines Account Manager to coordinate renewal and new business, review proposals, and assist customers and producers with coverage questions.

The role requires a P&C license, 1+ year of P&C experience, strong communication, and organizational skills. Hybrid work options and a standard 8:00 am–4:30 pm schedule are available.

Qualifications

• High School Diploma or GED required; advanced training is preferred.
• 1+ year of P&C insurance experience is strongly preferred.
• Sales background is a plus, but not required for this role.
• Active Property & Casualty License at hire; must maintain license.
• Excellent written and verbal communication in a high-volume environment.
• Highly organized with ability to manage shifting priorities.

Responsibilities

• Coordinate processing of new and renewal personal lines business.
• Review coverage proposals for adequacy, completeness, and accuracy.
• Provide guidance and follow-up for customer service requests.
• Prepare quotations and assist producers with policy questions.
• Maintain contact with carriers, producers, clients, and regulators.
• Maintain organized files and support suspense follow-ups.
• Handle payment requests and update client information.
• Contribute to special projects as needed.

Skills

Communication

Customer service

Organizational skills

Policy interpretation

Sales experience

Independent work

Education

High School Diploma or GED

Property & Casualty License

Tools

MS Office

Job description

Our values are the foundation that support how we do business, service our clients, and treat each other. WEAREATEAM. At Troxell, we know that without our team, we would not be the agency we are today. Each person that proudly wears our Troxell logo, makes us unique. We are proud to be part of a longstanding company that constantly gives back to the communities that support us. Our job is to protect people. We have created a workplace thatfosters individual strengths and empowers each other to communicate and collaborate openly. Join a team thatstrives to make a positive influence in someone's day.

How We Succeed

Our Open Positions

Position:Personal Lines Account Manager

Location: Springfield, IL

Job Id:420

# of Openings:1

About Us

Top trusted risk advisor and solution provider for personal and business insurance where we work together to create the ultimate experience. We educate, advocate, and protect our people. We safeguard your future. We win by protecting people.

About the Role

The Account Manager will coordinate the processing of new and renewal personal lines business, including the review and assessment of client coverage proposals and packages for adequacy, completeness, and accuracy. Also provides guidance, assistance, and follow-up in all aspects of customer service requests from management, producers, or clients.

What You’ll Be Doing(Essential Responsibilities)

• Conduct detailed reviews of renewal policies for accuracy in rating, coverage, completeness, and signatures; coordinate electronic input of transactions, orders policy changes and cancellations; and ensure documents are delivered/mailed to apppropriate parties.
• Prepare marketing information including coverage and costing comparisons, risk and loss analysis, or rating differences from carrier underwriting and marketing information files for use by producers and clients. May sell existing client’s additional or expanded coverage, as well as amended policies, upon request.
• Prepare quotations for producers and clients and assist producers in answering questions about policy applications and likelihood of acceptance.
• Maintain extensive contact in person, by phone and mail (electronic/postal), with carriers, producers, clients, and regulatory agencies to facilitate appropriate and comprehensive product customer service.
• Maintain electronic and/or paper files in an orderly, timely manner. Contribute to a suspense system to ensure follow-up on outstanding or pending business matters.
• Prepare/request insurance documents including binders, certificates, property schedules, and identification cards.
• Perform a variety of account management support functions such as handling payment requests and updating information from clients.
• Perform special projects at management’s request.

You Will Succeed by:

WorkingTogether. Collaborative | Inclusive | Open Communication

CreatingWOW. Professional | Consistent | Passionate

EarningTrust. Positive | Empathy | Respect

EmbracingInnovation. Proactive | Problem solvers | Openminded

What You’ll Bring to Us

• High School Graduate or GED required. Advanced training at technical, business, or college level is highly desired.
• 1+ years of P&C insurance experience is strongly preferred
• Sales background is a plus, but this is not a direct sales role
• Active Property & Casualty License at hire. Must maintain license during employment.
• Excellent written and verbal communication skills and enjoy working with people in a high-volume customer service environment.
• Ability to be highly organized, yet flexible in dealing with shifting priorities, fluctuating workloads, and evolving procedures.
• Ability to read and interpret complex industry documents such as policy limitations, underwriting standards, and procedures/policy manuals, and apply within prescribed routines and practices.
• Ability to thoroughly analyze product information, and make timely and practical recommendations to managers, producers, and clients.
• Ability to work independently with limited supervision, while maintaining positive staff relationships within a teamwork environment.
• Must demonstrate competence in computer and office equipment operations. Experience with MS Office products (Word and Excel) and the Internet are highly desirable.
• Exceptions to qualifications may be made for candidates with strong backgrounds in similar roles .

What We Need from You

• Full-time
• Hours are 8:00 am to 4:30 pm
• This position is eligible for hybrid work
• Travel: None

The Fine Print

• Work is typically performed in a standard office setting with no travel required.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• May be required to work more hours than normally expected during a regular workweek.
• Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

TROXELLis an Equal Opportunity Employer and offers a competitive salary with a comprehensive benefit package including Medical, Dental, Vision, Flexible Spending, Employer Paid Life Insurance, Short Term and Long Term Disability, 401(k) with Employer match, Paid Time Off, and Continuing Education.

Health Insurance options with options such as Flexible Spending, Healthcare Reimbursement Accounts, and much more!

Dental, Vision, Disability, and Life Insurance

401(k) Employer Contributions

Hybrid Workplace

Employee Assistance Program

Professional Development Opportunities including a Tuition Reimbursement Program

Paid Time Off and Generous Paid Holiday Schedule

Career and Growth Opportunities within Troxell

New Business Referral Bonus for all Team Members

Pays 100% for Insurance Licensing and Continuing Education

Community Involvement Opportunities

Fun-filled Company Events and Outings

Troxell embraces diversity and equal opportunity. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. All employment at Troxell is decided on the basis of qualifications, merit, and business need.