Personal Lines Account Manager (Customer Support)

$39,520 - $52,000/Yr

Troxell - Springfield, IL

Full-time - Entry Level

Springfield, IL

Insurance Carriers and Related Activities

About the position

The Personal Lines Account Manager is responsible for coordinating the processing of new and renewal personal lines business, ensuring the accuracy and completeness of client coverage proposals. This role involves providing customer service support, conducting detailed policy reviews, and maintaining communication with clients and insurance carriers to facilitate effective account management.

Responsibilities

• Conduct detailed reviews of new and renewal policies for accuracy in rating, coverage, completeness, and signatures.
• Coordinate electronic input of transactions, order policy changes and cancellations, and ensure documents are delivered to appropriate parties.
• Prepare marketing information including coverage and costing comparisons, risk and loss analysis, or rating differences from carrier underwriting and marketing information files.
• Sell existing clients additional or expanded coverage, as well as amended policies, upon request.
• Prepare quotations for producers and clients and assist producers in answering questions about policy applications and likelihood of acceptance.
• Maintain extensive contact with carriers, producers, clients, and regulatory agencies to facilitate comprehensive customer service.
• Maintain electronic and/or paper files in an orderly, timely manner.
• Contribute to a suspense system to ensure follow-up on outstanding or pending business matters.
• Prepare/request insurance documents including binders, certificates, property schedules, and identification cards.
• Perform a variety of account management support functions such as handling payment requests and updating information from clients.
• Perform special projects at management's request.

Requirements

• High School Graduate or GED required.
• 0-3 years of experience in the insurance industry or a related field is desired.
• Property & Casualty License at hire or within 180 days of hire, must maintain license during employment.
• Excellent written and verbal communication skills.
• Ability to be highly organized and flexible in dealing with shifting priorities and workloads.
• Ability to read and interpret complex industry documents and apply within prescribed routines and practices.
• Ability to analyze product information and make timely recommendations to managers, producers, and clients.
• Ability to work independently with limited supervision while maintaining positive staff relationships.
• Competence in computer and office equipment operations, with experience in MS Office products (Word and Excel) and the Internet.

Nice-to-haves

• Advanced training at technical, business, or college level is highly desired.