PERSONAL LINES ACCOUNT 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 & EDUCATION:

Appropriate State license(s). Minimum 3 years’ insurance brokerage or equivalent experience. Completion of CISR or ACSR designation; currently enrolled in INS or API program.
Two-year associate college degree required; four-year college degree preferred
Extensive knowledge of all lines of personal insurance, including sophisticated and less common coverages, especially those products represented through agency
Thorough knowledge of brokerage operations including claims handling, procedures, personal lines rating, agency management system, and applicable insurance laws/codes
Experience and expertise in operating in electronic environment; excellentautomation skills, including MIS, 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 by handling accounts once bound
Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client
Maintain MIS 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
Maintain control of renewal expiration lists, binders, and any aged receivables in accordance with agency guidelines.
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. Keep current with industry trends by reading appropriate journals and company bulletins.
Participate in any special projects at management’s request.

Hawkins Harrison Insurance

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