PL Account Manager

Iron-Insurance-Partners; Marion (KS); On-site; USD 36,000 - 48,000; Full time

Job summary

Iron-Insurance-Partners in Marion, KS is seeking a PL Account Manager to support the Personal Lines Production Team. You will assist clients via phone, email, and in person, post payments, handle endorsements, and coordinate with carriers to ensure claims and changes are processed promptly.

The ideal candidate has at least 2 years of customer service experience, a high school diploma, and the ability to obtain Property & Casualty licensing.

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.

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.
• 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 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.

Skills

Customer service

Communication

Teamwork

Detail oriented

Self-motivation

Confidentiality

Basic math

Problem-solving

Education

High school diploma or equivalent

Licensed in Property & Casualty Insurance

Willing to pursue additional insurance education

Tools

AMS360

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 Marion

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.