Personal Lines Account Manager

Arroyo Insurance Services; Redlands (CA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Mon-Fri Schedule

Retirement Plan

Job summary

The Juris Agency is seeking an experienced Personal Lines Account Manager to service existing accounts and handle new and renewal business. You will ensure accurate, courteous service to colleagues, clients, producers and company personnel, while growing insurance knowledge and capabilities.

Responsibilities include rating, quoting, binding, preparing proposals, reviewing documents for accuracy, ordering reports, and supporting cross-selling efforts.

Qualifications

• Three years as a personal lines Account Manager.
• Fully licensed Fire & Casualty Broker/Agent.
• Strong knowledge of insurance products and coverage.

Responsibilities

• Directly responsible for daily service on assigned book of business.
• Rate and quote new and renewal business.
• Bind coverage and confirm with client.
• Prepare proposals for new and renewal clients.
• Review and process applications, renewal requests, policies, endorsements and audits for accuracy.
• Order motor vehicle reports and other documents as required.
• Assist other departments in issuing appropriate policies for mutual clients.
• Keep client records up to date.
• Obtain expiration dates for policies not written by us to follow-up and quote.
• Assist in cross-selling and account rounding.

Skills

Organizational skills

Communication skills

Interpersonal skills

Numerical ability

Education

Fire & Casualty Broker/Agent license

Tools

AMS 360

Microsoft Word

Outlook

PL Rater

Job description

Job Description

This position includes the complete servicing of Personal Lines accounts during and after initial sale; sales of new and existing accounts. This position requires accurate and courteous service to our fellow employees, clients, producers and company personnel. Each Account Manager shall grow and develop his/her talents and insurance knowledge to the highest level possible.

Benefits

• Paid Time Off (PTO)###Health Insurance###Mon-Fri Schedule###Retirement Plan###

Responsibilities

• Directly responsible for the daily service requirements on assigned book of business including, but not limited to:
• Rating and quoting new and renewal business
• Binding coverage and confirming with client
• Preparing proposals for new and renewal clients
• Reviewing (and processing) all applications, renewal requests, policies, endorsements and audits for accuracy
• Ordering motor vehicle reports, and other necessary documents, as required
• Assisting other agency departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client
• Keeping client records up to date
• obtaining expiration dates for policies not written by us to follow-up on and quote
• Assisting in cross selling and account rounding
• Completing other essential functions as assigned

Requirements

Education and/or Experience

• Three years as a personal lines Account Manager. Account Manager should have thorough understanding of insurance industry, personal lines underwriting, products and coverage. Account Manager must be fully licensed as a Fire & Casualty Broker/Agent.

Knowledge, Abilities and Skills

• Strong organizational skills; ability to discern priority and initiative.
• Knowledge of Mercury, Safeco, CIG, Guard & Chubb extremely helpful
• Excellent product knowledge for a lines of business
• Excellent Computer skills, specifically AMS 360, Microsoft Word, Outlook and PL Rater
• Excellent verbal and written communication skills as well as strong interpersonal skills.
• Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions and percentages.
• Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form.