Personal Lines Account Manager - Buffalo - Jobot

    Jobot
    Jobot Buffalo

    1 week ago

    Description

    This Jobot Job is hosted by: Dana Stark Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.


    Do you have the right skills and experience for this role Read on to find out, and make your application.


    Salary:
    $65,000

    - $75,000 per year A bit about us: We strive to be the partner of choice for customers, insurance carriers and employees looking for long-term relationships built on a foundation of trust.

    This is supported by our core beliefs that help us act as voice and one vision.

    Why join us? We are a very stable company with a "Family First" environment.


    We have local clients to global clients and attribute our growth to our reputation of taking care of all of their insurance needs.


    Job Details Position Overview:
    We are seeking a skilled and experienced Personal Lines Account Manager to join our team.


    As a Personal Lines Account Manager, you will be responsible for providing exceptional customer service and managing a portfolio of personal lines insurance accounts for our clients.


    Utilizing the EPIC insurance management system, you will handle various aspects of policy management, client communication, and ensure compliance with industry regulations.


    Key Responsibilities:

    Client Relationship Management:
    Serve as the primary point of contact for clients, building strong relationships and understanding their insurance needs.

    Conduct regular policy reviews with clients to ensure coverage adequacy and identify potential cross-selling opportunities.

    Address client inquiries, concerns, and claims promptly and professionally.

    Policy Management:
    Utilize the EPIC insurance management system to manage and maintain accurate client records, policies, and endorsements.

    Process new policy applications, endorsements, and renewals efficiently.

    Work closely with underwriters to negotiate terms and conditions for new policies or renewals.

    Monitor policy expiration dates and initiate renewal procedures in a timely manner.

    Sales and Cross-Selling:
    Identify opportunities to upsell or cross-sell additional insurance products based on the client's needs and risk exposure.

    Collaborate with the sales team to expand the client base and achieve revenue targets.

    Compliance and Documentation:
    Ensure adherence to all relevant insurance regulations, guidelines, and company policies.

    Maintain accurate and organized documentation for all client interactions, transactions, and communications.

    Risk Assessment and Analysis:
    Conduct thorough risk assessments to determine appropriate coverage for clients.

    Analyze insurance policies and endorsements to ensure they align with client requirements.

    EPIC System Utilization:
    Demonstrate proficiency in using the EPIC insurance management system to streamline workflows and optimize client service delivery.

    Stay updated on new features and functionalities of the system and actively seek to enhance productivity.

    Team Collaboration:

    Collaborate with other departments, such as claims, underwriting, and finance, to resolve client-related issues and improve overall service efficiency.


    Qualifications and Skills:
    Bachelor's degree in Business, Finance, Insurance, or related field (preferred).

    Proven experience as a Personal Lines Account Manager or similar role in the insurance industry.

    Proficiency in using EPIC or other insurance management systems.

    In-depth knowledge of personal lines insurance products, policies, and regulations.

    Strong customer service skills with the ability to communicate effectively and professionally.

    Excellent organizational skills with high attention to detail.

    Ability to analyze insurance policies and assess risk adequately.

    A proactive approach to problem-solving and a customer-focused mindset.

    Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

    Jobot is an Equal Opportunity Employer.


    We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

    Jobot also prohibits harassment of applicants or employees based on any of these protected categories.


    It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

    Sometimes Jobot is required to perform background checks with your authorization.


    Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.


    Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.


    By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

    Frequency varies for text messages.

    Message and data rates may apply.

    Carriers are not liable for delayed or undelivered messages. xhuatnn

    You can reply STOP to cancel and HELP for help.

    You can access our privacy policy here: /privacy-policy

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