Personal Lines Insurance Account Manager

Personal Lines Insurance Account Manager
Company:

Keystone - High And Rubish Insurance


Details of the offer

High and Rubish Insurance Agency is a well-established, independent agency in Chapel Hill looking for a career-oriented individual to join the agency as a 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 satisfactionMarketing and placement of renewal accounts as appropriateAchieving agency account retention goals through proactive account rounding, upselling of limits and coverages, and providing extraordinary client serviceDUTIES (including but not limited to):Handling client accounts and applying problem-solving techniques to various issues concerning cancellations, claims, renewals, and carriersBuilding and maintaining relationships with customers, marketing representatives, and underwriters to help our team growMaintaining and updating client files to ensure proper documentation by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc.Responding to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelinesParticipating in courses for insurance/sales skills. Maintaining current knowledge of underwriting requirements of carriers. Keeping current with industry trends by reading appropriate journals and company bulletins.QUALIFICATIONS:Appropriate state license(s). Minimum three years of insurance or equivalent experience preferred.Relevant knowledge of lines of personal insurance, agency operations, and risk assessment/management techniquesCustomer service, sales, and problem-solving experienceExcellent time management, organizational, and verbal and written communication skillsHigh degree of self-motivation and self-direction


Source: Grabsjobs_Co

Job Function:

Requirements

Personal Lines Insurance Account Manager
Company:

Keystone - High And Rubish Insurance


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