Timonium, MD
Who Staffing is looking for a Personal Lines Account Manager for a fulltime, direct hire opportunity with our client in Timonium, MD.
Job Summary:
The Personal Lines Account Manager performs the essential functions of the position, which include aiding Sales Executives, Account Executives, and clients with service needs and making changes to existing accounts. Specific service and marketing responsibilities are required in this position. The Account Manager meets service and sales delivery standards and performs essential functions to the quality and service standards developed by the agency.
Personal Lines Account Manager will need to be proficient in quoting most carriers, processing policy changes, and re-marketing renewals. You need to be creative, coachable, compassionate, and responsive. You need to have experience handling a $1M - $4M book of business. Candidates are required to possess strong writing and verbal communication skills.
Job Responsibilities:
• Provide technical support to Sales Executive/Account Executive(s); specifically in analyzing client needs, coverage forms and quotations.
• Schedule appointments with clients as requested by Sales Executive/Account Executive(s) to review and secure coverage.
• Occasionally accompany Sales Executive/Account Executive on prospect and client meetings as requested by Sales Executive.
• Complete applications in coordination with Sales Executive/Account Executive(s); submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.
• Order and issue binders, certificates, policies, endorsements and other related items; verifies their accuracy; forward them to client with appropriate correspondence.
• Determine if direct or agency billing is appropriate and invoices accordingly.
• Prepare summaries of insurance, schedules, and proposals for word processing as needed.
• Process renewals in coordination with Sales Executives/Account Executive(s) according to agency procedures.
• Review audits of policies; verify accuracy and facilitates corrections, as needed, between client and carrier.
• Verify policy and policy change information, facilitating corrections when necessary.
• Process incoming mail and phone requests, responding promptly and appropriately.
• Use agency credit and collection policy in invoicing and pursuing prompt payments, requests cancellations from the carrier according to agency standards.
• Determine reasons for requests for cancellations; acts to save accounts; notifies Sales Executive/Account Executive(s).
• Process and follow up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible.
• Assist clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status, according to agency procedures.
• Identify exposure to loss and recommends appropriate coverages in coordination with Sales Executive/Account Executive(s).
• Participate in quarterly and annual agency production planning meetings
• Attend insurance carrier meetings
Personal and Organizational Development:
• Set priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.
• Maintain a cordial and effective relationship with clients, coworkers, carriers, vendors, and other business contacts.
• Keep informed regarding industry information, new product information, legislation, coverages, and technology to improve knowledge and performance continuously.
• Interact with others effectively by utilizing good communication skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business
goals of the agency.
Knowledge, Skills, and Abilities:
• College degree with a minimum of 3 years of insurance experience or a minimum of 7 years of insurance experience.
• Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately.
• Ability to understand written and oral communication and interpret abstract information.
• Property, Casualty Agents License
• Experience with High Net-Worth markets such as PURE, Chubb, and AIG is preferred.
• Knowledge of insurance products and usages.
• Knowledge of insurance markets and reference to markets.
• Knowledge of insurance rating and underwriting procedures.
• Ability to carry out complex tasks with many concrete and abstract variables.
• Familiarity with computer and word processing programs.
• Ability to perform 70% sedentary work, exerting up to 10 pounds of force occasionally and exerting negligible force frequently or constantly to move objects, including the body. May be asked to exert up to 20 pounds of force periodically, as needed.
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