Personal Lines Insurance Account Manager – Client Growth

Arroyo Insurance Services; Redlands (CA); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

PTO

Health Insurance

Mon-Fri Schedule

Retirement Plan

Job summary

Arroyo Insurance Services in Redlands, CA is seeking a Personal Lines Account Manager to thoroughly service existing accounts, quote renewals, and assist with new business while maintaining exceptional client service for colleagues and insurers.

The candidate should have at least three years in personal lines, be fully licensed as a Fire & Casualty Broker/Agent, and possess strong organizational and communication skills, plus proficiency with AMS 360, Word, Outlook and PL Rater.

Qualifications

• Three years as a personal lines Account Manager with an active license.
• Strong organizational, communication, and underwriting knowledge.
• Proficiency with agency systems and document handling.

Responsibilities

• Rate and quote new and renewal business.
• Bind coverage and confirm with client.
• Prepare proposals for new and renewal clients.
• Review and process applications, renewals, policies, endorsements and audits for accuracy.
• Order motor vehicle reports and other necessary documents.
• Assist other agency departments in securing and providing information to issue appropriate policies.
• Keep client records up to date.
• Follow up on expiration dates for non‑written policies and quote.
• Assist in cross selling and account rounding.
• Complete other essential functions as assigned.

Skills

Organizational skills

Verbal and written communication

Problem solving

Attention to detail

Client service orientation

Team collaboration

Education

Fire & Casualty Broker/Agent license

Tools

AMS 360

PL Rater

Microsoft Word

Outlook

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.