Role Description This is a full-time on-site role for a Personal Line Account Manager. The Personal Line Account Manager will be responsible for day-to-day tasks associated with managing and servicing personal insurance accounts. This includes managing renewals, processing changes, and providing exceptional customer service to clients in the Greater Philadelphia area.
Desired Outcomes of this Role 1. Maintain a retention rate of 90% on your book of business
Proactively reach out to clients Conduct ongoing account reviews for your designated portion of the business Work efficiently and effectively with clients on their policies Effective account rounding Generate referrals for personal lines and other departments Educate the clients about the benefits of having our agency as their agency Proactively call canceled business to try to win them back immediately 2. Generate additional revenue on the book of business
Review accounts when clients call in and work to improve coverage both through endorsements and coverage increases Identify account rounding opportunities and proactively pursue them Consistently share the agency's referral program with clients 3. Conduct account reviews
Complete 100% of account reviews assigned to you each week. This includes reviewing potential discounts and coverage gaps Contact the client for a formal review that improves the client relationship, generates opportunity and reduces remarketing Follow agency remarketing guidelines 4. Positive attitude and efficient work ethic
Work to increase and improve efficiency on a daily basis. This includes always finding ways to streamline processes, using technology tools to the fullest and limiting general distractions Possess and maintain a positive mental attitude, including positive working relationships with clients and agency personnel 5. Conduct audits on new business files
Work with the producers to check their new business files for accuracy Send any onboarding materials to clients post-sale Confirm accuracy of post bind checklist and expedite return to producer for update on any missing items. 6. Sell new business for the agency
Take new business opportunities and quote them either on the phone or book an appointment with the person to review quotes no more than 48 hours later Follow the agency sales process Follow up according to the sales process Hold the target agency closing ratio 7. Work to support the marketing and branding team in the following ways:
Provide them any business cards to be entered into marketing campaigns Suggest blog, email and social media topics to the marketing department Share agency social media posts on personal social networks Participate in pictures and agency branding opportunities when invited 8. Mentoring Junior Account Managers to take on Account Manager roles and additional responsibilities
9. Other responsibilities as directed by your manager
? After 90 days you will meet with your manager to review any bottlenecks, ideas you have to improve and the objectives outlined in your job description.
? Additional feedback will be given as needed.
Job Types: Full-time, Permanent
Pay: $60,000.00 - $70,000.00 per year
Benefits:
401(k) matching Dental insurance Health insurance Paid time off Vision insurance Supplemental pay types:
Bonus opportunities Weekly day range:
Monday to Friday No weekends Work setting:
In-person Office Ability to Commute:
Marlton, NJ 08053 (Required) Work Location: In person
F orward resume to All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
