PL Account Manager

Iron Insurance Partners LLC; Marion (KS); In loco; USD 45.000 - 60.000; Tempo pieno

Descrizione del lavoro

Iron Insurance Partners LLC in Marion, Kansas is hiring a Personal Lines Account Manager to support our production team. You will interact with clients by phone, email, and in person to ensure accurate, timely service and to help grow our agency.

The role includes posting payments in AMS360, handling client requests, routing to service centers, and maintaining upbeat client relations. If you thrive in a busy office and enjoy cross-selling and teamwork, apply today.

Mansioni

• Post payments from clients in AMS360 and insurance carrier systems.
• Provide service to clients via phone, email, in person, or virtually.
• Direct clients to Service Centers when appropriate (e.g., Nationwide, Safeco, other carriers).
• Log client and carrier communications and set suspense for follow-up items.
• Receive and submit change requests to carriers and confirm in writing to clients.
• Report new claims to the company per procedures on the same day notification occurs.
• Review suspense items daily and address outstanding items.
• Process endorsements according to procedures.
• Respond to underwriter correspondence.
• Complete stewardship with clients weekly.
• Report significant activity (cancellations, non-renewals, underwriting info) to Account Executive/PL Service Manager.
• Provide reception for visitors and warmly greet customers.
• Assist in projects or transfers of business to aid PL objectives.
• Ability to cross-sell additional coverage or set appointments for Account Executives.
• Perform other duties as assigned

Descrizione del lavoro

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