Account Manager - Personal Lines

Alkeme - Post Falls, ID

Full-time - Mid Level

Post Falls, ID

Food Services and Drinking Places

About the position

The Personal Lines Account Manager at Alkeme is responsible for managing the insurance needs of clients, ensuring prompt and professional service to maintain and grow the personal lines book of business. This role involves handling complex accounts, processing renewals and changes, and providing recommendations based on clients' insurance needs. The Account Manager will also assist clients with claims and work towards achieving the agency's retention goals.

Responsibilities

• Handle complex accounts and provide professional service to clients.
• Order and process renewal and change requests for Personal Lines Insurance.
• Prepare annual review letters with recommendations based on clients' insurance needs.
• Assist clients with reporting claims and maintaining accurate information in the Applied EPIC system.
• Work to meet the agency goal of 95% retention by proactively marketing renewals and identifying gaps or discounts.
• Solicit and process additional lines of coverage for new and existing accounts.
• Provide basic information on all personal lines of insurance and direct clients accordingly.
• Maintain effective relationships with clients, co-workers, and other business contacts.
• Stay informed about industry information, new products, legislation, and technology to improve knowledge and performance.

Requirements

• College education with a minimum of 3 years insurance experience or a minimum of 5 years insurance experience.
• Valid Property Casualty Broker-Agent license.
• Effective verbal and written communication skills to explain complex issues and interpret information.
• Knowledge of insurance products and markets.
• Ability to carry out complex tasks with various variables.