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.