PL Account Manager

Iron Insurance Partners, LLC; Dodge City (KS); On-site; USD 35,000 - 50,000; Full time

Job summary

Appone is seeking a PL Account Manager in Dodge City, KS to support our Personal Lines Production Team. You will deliver professional client service by phone, email, and in person, while growing agency relationships and handling routine tasks.

The ideal candidate will have a high school diploma, 2+ years of customer service, and a Property & Casualty license (or willingness to become licensed). Excellent communication and confidentiality are essential for success.

Qualifications

• High school diploma or equivalent required.
• Licensed in Property & Casualty Insurance or ability to obtain license.
• Minimum 2 years of customer service experience.
• Willing to pursue additional insurance education.

Responsibilities

• Posting payments from clients in AMS360 and the insurer system.
• Providing service to clients via phone, email, in person, or virtually.
• Direct clients to Service Centers and carriers as needed.
• Log activities and set suspense for follow-up.
• Submit endorsement requests to insurers and confirm in writing.
• Report new claims to Account Executive/PL Service Manager the same day.
• Review suspense items daily and address outstanding items.
• Assist in projects and transfers that support the PL Department.
• Cross-sell additional coverage or set appointments for Account Executives.

Skills

Excellent communication skills

Team oriented

Typing / keyboard skills

Basic accounting knowledge

Detail oriented

Self-motivation

Confidentiality

High energy

Problem-solving attitude

Education

High school diploma or equivalent

Property & Casualty Insurance license

Customer service experience

Willing to pursue insurance education

Job description

EOE Statement

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

About the Organization

Description

A PL Account Manager is part of our Personal Lines Production Team. They perform a wide range of duties to support the team and to contribute to the growth of our agency by providing professional service for our clients. The ideal Customer Service Agent will enjoy interacting with our clients through email, phone conversations and welcoming customers in our office.

Duties/Responsibilities

• Posting of payments received from clients in AMS360 and the insurance carrier system


• Communicating and providing service to our clients via phone, email, in person, or virtually


• Direct clients to Service Centers when appropriate. i.e. Nationwide, Safeco, other carriers.


• Log activities for all client & carrier communications and set suspense for any item that requires follow up


• Receive changes requests from client and submit those requests to appropriate insurance carrier and confirm in writing to the client


• Report to the company all new claims as indicated in claim handling procedures the same day that we are notified of the claim.


• Review suspense items on a daily basis and address all outstanding items.


• Process endorsements according to procedures


• Respond to correspondence received by underwriters


• Complete stewardships with clients each week.


• Report significant (Cancellations, Non-renewals, Underwriting information) activity on an account to the Account Executive and/or PL Service Manager


• Provide reception services to visitors of our agency by warmly greeting our customers


• Assist in any projects, tasks or transfer of business that assists the PL Department in achieving their objectives.


• Ability to cross-sell additional coverage or set appointment for Account Executive(s).


• Other duties as assigned

Location

Dodge City

Position Requirements

• Positive, problem-solving attitude


• Ability to operate in a team oriented environment


• Excellent oral and written communication skills


• Excellent typing, keyboard and mathematical skills


• Basic accounting knowledge


• Detail oriented


• Well-groomed and neat appearance


• High energy levels


• Self-motivation


• Ability to maintain company and client confidentiality

Education and Qualifications

• A high school diploma or equivalent required


• Licensed in Property & Casualty Insurance or the ability to become licensed.


• Must have at a minimum of 2 years of customer service experience.


• Willing to pursue additional insurance education.

This position is currently accepting applications.