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Job Openings

The Rathbun Agency

PERSONAL LINES ACCOUNT MANAGER

REPORTS TO: Operations Manager

PRIMARY ROLE: Day-to-day maintenance and servicing of assigned Personal Lines accounts, including but not limited to: 

  • Maintaining a high level of client service and satisfaction
  • Marketing & placement of renewal accounts as appropriate
  • Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service

 QUALIFICATIONS AND EDUCATION: 

  • Appropriate State license(s) or willingness to obtain
  • Experience and expertise in operating in electronic environment; excellent automation skills, including Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems
  • Familiarity with risk assessment and risk management techniques
  • Excellent time management, organizational and verbal and written communication skills
  • High degree of self-motivation and self-direction

DUTIES: 

  • Support Producers sales efforts on accounts once bound
  • Maintain client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines
  • Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines
  • Review all items to be processed, to insure items were received as ordered
  • Participate in courses for insurance/sales skills. Maintain current knowledge of underwriting requirements of carriers
  • Participate in any special projects at management’s request

COMPENSATION:

  • Competitive salary
  • Generous benefits package, including:
  1. 15% annual pay put in 401k
  2. 3% additional match on funds employee puts in 401k
  3. Holiday bonus at both Thanksgiving and Christmas
  4. 100% health insurance premiums paid for employee and their family
  5. 5% of salary for health insurance copay and deductible reimbursement
  6. 5% of salary for dental and vision reimbursement
  7. Clothing allowance
  8. Cell phone reimbursement
  9. Monthly Speedway gas card
  10. Quarterly Dinner and a Movie passes
  11. Short and Long Term Disability Insurance
  12. Life Insurance and Accidental Death Insurance
  13. Long-Term Care Insurance
  14. Education reimbursement

Interested applications can send a resume to jennifer [at] rathbunagency [dot] com.