Personal Lines Account Manager

Beehive Insurance Agency, Inc.; St. George (VT); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

Telehealth access

Health and wellness program

Profit-sharing plan

401K with match

Job summary

Beehive Insurance Agency, Inc. is seeking a Personal Lines Account Manager to join our team in St. George, Utah. You will manage an assigned book of business, assist producers, and handle day-to-day policy questions with customers.

The role requires strong communication, ethical work habits, and the ability to manage a large workload using agency software and carrier portals. We offer a competitive benefits package and opportunities for growth within the firm.

Qualifications

• Excellent communication skills, both verbal and written.
• Trustworthy, ethical, hardworking, self-motivated and goal oriented.
• Ability to use technology to efficiently manage a large workload.

Responsibilities

• Manage an assigned book of business consisting of Producer and house accounts.
• Assist Producers on accounts within their book of business.
• Answer policy and coverage questions for customers daily.
• Lead the quoting process for new and renewal business, including applications and quotes.

Skills

Communication skills

Self-motivated

Ethical

Goal oriented

Tech-savvy

Job description

Overview

Who we are:

Beehive Insurance is a well-established full-service independent insurance agency. Providing exceptional insurance products is just where we start, we also provide a culture that can’t be found in any other agency! We are growing our team and want you to join!

The position:

We are looking for someone to join our team in St. George, Utah.

In this position you will:

• Manage an assigned book of business consisting of Producer and house accounts
• Assist Producers as needed on accounts that are part of their book of business
• Assist customers with policy and coverage questions on a day-to-day basis
• Lead the quoting process for both new and renewal business, including preparing applications, preparing quotes on carrier websites, binding coverage, etc.
• Process and manage change requests for customers
• Assist customers with claims questions
• Process daily calls and e-mails from customers, producers and underwriters in a timely manner
• Maintain client files in the agency management system in an orderly and up-to-date manner
• Manage invoicing on agency billed policies
• Other duties as assigned

What makes you successful:

A successful Personal Lines Account Manager needs to:

• Preferably have five to ten years of experience in the insurance industry
• Be trustworthy, ethical, hardworking, self-motivated and goal oriented
• Possess excellent communication skills, both verbally and written
• Be willing to learn and take directions
• Ability to use technology to efficiently manage a large workload

The most successful Personal Lines Account Manager at Beehive will:

• Support a collaborative work environment
• Effectively manage your time
• Continually improve your knowledge and skills
• Have a desire and motivation to grow in this position and invest in your career

What we’ll do for you:

At Beehive Insurance we value people! We want you to be successful, at work and at home. As a full-time member of our team, you will be eligible to participate in our benefit package that includes:

• Medical, dental and vision insurance at a minimal cost
• Free access to telehealth if you elect the medical insurance
• A health and wellness program that saves you money on insurance premiums
• Profit-sharing plan to share in the companies’ success and
• 401K plan with a match (available to ALL employees)