Personal Lines Account Strategist

ALKEME Insurance; New Jersey; On-site; USD 60,000 - 75,000; Full time

Job summary

Alkeme Insurance is seeking a Personal Lines Account Manager to meet the insurance needs of our clients and grow the personal lines book. You will deliver prompt, accurate, professional service to clients and colleagues, handling complex accounts and renewal processing.

Responsibilities include reviewing letters annually, assisting with claims reporting, maintaining EPIC system data, and proactively marketing renewals and additional lines.

Qualifications

• 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.
• 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.

Responsibilities

• Meet the overall insurance needs of clients and grow the personal lines book of business.
• Handle complex accounts and process renewal and change requests with emphasis on personal lines risk management.
• Prepare annual review letters with recommendations based on insurance needs analysis.
• Assist clients with reporting claims and maintain EPIC system data.
• Aim for 95% retention by marketing renewals, identifying gaps, and following up on billing notices and RO Letters.
• Solicit and process additional lines of coverage for existing and new accounts.

Skills

Effective communication

Insurance knowledge

Client service

Education

College education with 3+ years of insurance experience or 5+ years of insurance experience

Tools

Applied EPIC system

Job description

Alkeme Insurance is seeking a Personal Lines Account Manager to meet the insurance needs of our clients and grow the personal lines book. You will deliver prompt, accurate, professional service to clients and colleagues, handling complex accounts and renewal processing.

Responsibilities include reviewing letters annually, assisting with claims reporting, maintaining EPIC system data, and proactively marketing renewals and additional lines.