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:
- 15% annual pay put in 401k
- 3% additional match on funds employee puts in 401k
- Holiday bonus at both Thanksgiving and Christmas
- 100% health insurance premiums paid for employee and their family
- 5% of salary for health insurance copay and deductible reimbursement
- 5% of salary for dental and vision reimbursement
- Clothing allowance
- Cell phone reimbursement
- Monthly Speedway gas card
- Quarterly Dinner and a Movie passes
- Short and Long Term Disability Insurance
- Life Insurance and Accidental Death Insurance
- Long-Term Care Insurance
- Education reimbursement
Interested applications can send a resume to jennifer [at] rathbunagency [dot] com.