- Handle all requests from existing clients, including, but not limited to, amending coverage limits, vehicle changes, mortgagee changes, mailing address changes received via phone, mail, or electronically.
- Follow up with all servicing requests to ensure proper completion. Document in agency the management system (Applied Epic).
- Answer questions and explain coverages to policyholders.
- Maintain contact information for active policyholders in Applied Epic.
- Maintain management system with proper documentation of policies and activities.
- Assist clients with processing payments.
- Monitor policy renewals from expiration reports.
- Notify clients of underwriting issues, cancellations, and non-renewals- assisting the client where possible.
- Perform other miscellaneous duties as assigned by agency with efficiency and quality.
- Review accounts for the need for additional lines.
- Actively seek referrals from existing client base.
- Pre-qualify and analyze needs of prospects to either handle independently or turn over to a producer.
- When handling independently:
- Rate coverage with various sources, as available, to provide a competitive proposal.
- Present offers to prospect using the most effective method to meet the needs of the client.
- Prepare applications, supplemental forms, invoices, and all documents necessary to place coverage.
- Submit required documents to carriers and maintain all communication and documents in agency management system.
- Set priorities and workflow to ensure timely, efficient, and accurate processing of transactions and other responsibilities.
- Continue to be informed on industry information, carrier updates and technology to improve knowledge and stay current.
- Maintain good communication skills both verbal and written to effectively interact with clients and colleagues.
- Maintain current and proper insurance licensing.
- Actively pursue expertise in the agency management system.
- Total Compensation: $50,000-$75,000
- Paid time off for holidays, vacations, and sick time
- 401(k) matching
- Medical, dental, vision insurance (employee's medical coverage paid at 100%)
- Short-term disability and group life options
- Access to legal and financial resources
- An active 2-20, 20-44 or 4-40 license
- Current on all continuing education (CE) requirements to maintain license (ongoing)
- 3+ years Personal Lines Account Management experience
- PC proficiency, including MS Office (Excel, Word, PowerPoint and Outlook).
- High School Diploma (or equivalent)
- Ability to work independently and with a team.
- Excellent analytical and decision-making skills.
- Strong ability to multi-task, prioritize, and organize tasks.
- Knowledge of Applied Epic system is a plus.
- Proven top-notch customer service skills.
- Clear and concise written and verbal communication skills.
- Highly organized and detail oriented.
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Personal Insurance Lines Account Manager - Fort Myers, United States - DES Growth Partners, Inc.
Description
Job Description
Job DescriptionPersonal Insurance Lines Account Manager
Location: Fort Myers, FL; Sarasota, FL (will consider other FL-based locations)
Salary Range: $50,000-$75,000 (Pay is based on candidate experience and the size of the book to be managed)
EMAIL:
Job Description
Our client is growing They are looking for an Account Manager to join their team-oriented, fun, and positive work environment. They are a company that creates space for team members to grow into the best version of themselves both personally and professionally. They win long-term, quality clients by retaining happy, long-term employees that are supported by the company.
Primary Responsibilities and Duties:
Servicing/Retention:
New Business:
Personal/Organizational Development:
COMPENSATION AND BENEFITS
QUALIFICATIONS AND EDUCATION REQUIREMENTS
PREFERRED SKILLS
Personal Insurance Lines Account Manager professionals in Fort Myers
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Aaron Albright
Student | Seeking Data Analyst Internship