Personal Lines Account Manager

Frank Balbo Trucking; Liberty Corner (NJ); On-site; USD 60,000 - 85,000; Full time

Job summary

Alkeme Intermediary Holdings, LLC is seeking a Personal Lines Account Manager to provide prompt, accurate service for a growing personal lines book. You will manage complex accounts, handle renewals and changes, and assist clients with claims.

The role emphasizes risk management, accurate data entry in EPIC, and proactive client engagement to improve retention and cross-sell opportunities.

Qualifications

• Must have college education and insurance experience.
• Knowledge of insurance products and markets.
• Property Casualty Broker-Agent license or eligible.

Responsibilities

• Handle complex personal lines accounts with accuracy.
• Process renewals and changes focusing on risk management.
• Prepare annual review letters with recommendations.
• Assist clients with claim reporting.
• Maintain accurate information in the Applied EPIC system.
• Solicit additional lines of coverage and cross-sell where appropriate.
• Maintain courteous relationships with clients, carriers, COIs and colleagues.
• Keep informed about industry information and new products.
• Communicate clearly to achieve agency goals.
• Collaborate with team to deliver excellent service.

Skills

Communication skills

Insurance knowledge

Analytical ability

Education

College education

5 years insurance experience

Tools

Applied EPIC

Job description

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

• 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.