Customer Service Representative - Personal Insurance Account Manager

PERSONAL LINES ACCOUNT MANAGER
PRIMARY ROLE:
Day-to-day maintenance and servicing of assigned Personal Lines accounts, Including but not limited to:

• Marketing & placement of renewal accounts as appropriate
• Maintaining a high level of client service and satisfaction
• Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service

QUALIFICATIONS & EDUCATION:

• Familiarity with risk assessment and risk management techniques
• Thorough knowledge of brokerage operations including claims handling, procedures, personal lines rating, agency management system, and applicable insurance laws/codes
• Has a active Property & Casualty Insurance license
• High degree of self-motivation and self-direction
• Experience and expertise in operating in electronic environment; excellent automation skills, including MIS, Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems
• Extensive knowledge of all lines of personal insurance, including sophisticated and less common coverages, especially those products represented through agency
• Excellent time management, organizational and verbal and written communication skills

DUTIES:

• Review all items to be processed, to insure items were received as ordered.
• Maintain control of renewal expiration lists, binders, and any aged receivables in accordance with agency guidelines.
• 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.
• Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines
• 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
• Participate in any special projects at management’s request.