PERSONAL LINES ACCOUNT MANAGER

Interested in joining a dynamic local insurance team that is making a difference? At Flatlands Jessup Insurance Group, we empower people to secure their financial future and protect the ones they love. And we are growing! We would like to add a Personal Lines Account Manager to our team.

The Personal Lines Account Manager processes information to establish new accounts and assists with retention of existing accounts and provides prompt, efficient, high-quality service to designated accounts in support of Producer activities.

ESSENTIAL JOB FUNCTIONS

• Oversee portfolio of clients by serving as the intermediary between clients and insurance companies.
• Responsible for gathering the information and risk management recommendations from Advisors and Producers to properly prepare quotes.
• Responsible for the renewal of designated accounts sixty days prior to renewal and for delivering renewals and/or binders for designated accounts as needed, within five days of receipt.
• Assist producers through networking and providing feedback on client trends and tendencies.
• Remain educated on all insurance coverage provisions, regulations, and pertinent legislation to ensure customers understand their coverage terms and insurance services.
• Conduct periodic service calls via phone or in person for designated accounts.
• Perform special projects at the request of designated clients after management approval. Complete binders and/or policy or endorsement requests within three days of date quoted to client.
• Maintain timely and thorough customer and carrier interactions to minimize the potential for errors and omissions claims.
• After reviewing updated client exposure survey information, obtain all required renewal information from the insured and complete applications for designated renewal business sixty days before renewal date. Assists Producer(s) as needed.
• Review renewals to determine if non-standard policies can be rewritten in a standard program.
• Prepare rewrite applications for business through companies no longer represented at least 30 days prior to renewal.
• Secure and submit all required renewal underwriting information.
• Receive phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies.
• Complete changes/requests within 24 hours of receipt.
• Determine carrier placement, complete applications or endorsements, and collect premiums when applicable.
• Review existing accounts to determine if additional lines of insurance should be solicited by mail and/or phone prior to renewal.
• Receive and review all terminations and cancellations to determine appropriate action within 72 hours of receipt.
• Handle premium collection through form letters and request cancellation of policies when necessary.
• Follow up on outstanding claims and provide assistance in claims resolution as necessary.
• Solicit new business opportunities with clients for lines of coverage not currently written by the agency. Expectations are an average of one new business referral per client serviced.
• Actively solicit increases in limits and/or coverages, rounding out accounts through new sales to clients across lines of coverage.
• Actively seek referrals from the current client base to solicit for new business prospects; follow up to generate new business using prospect database and automation system. Expectation is five referrals per week.
• Document all material conversations with insureds and/or carriers regarding exposures and coverages.
• Maintains working knowledge of all rating products and processes.
• Perform other functions as assigned by management.

JOB REQUIREMENTS

• Ability to use a personal computer, calculator, agency automation system, and demonstrate proficiency in various software programs, including but not limited to all Microsoft Office software suite programs.
• Candidate must satisfactorily complete pre-hire employment assessments and maintain a satisfactory driving record.
• Candidate may be asked to submit to a drug and/or alcohol screening.
• Civil and criminal history background check will be performed at the company’s expense.
• Must be an assertive self-starter with the ability to influence others.
• Prior successful demonstration of effective presentation skills through both verbal and written
• communication methods.
• Must always maintain professionalism and must also be able to work well with others.

Education and Experience:

• High school diploma or equivalent required; Bachelor’s degree preferred.
• Licensed to sell insurance in NC (preferred) or willing to get your license.
• Sales experience preferred

Job Specifics

• Mon-Fri 8:30 to 5pm, but some flexibility on evenings and weekends
• 35-43K, pay dependant on experience and potential
• Benefits available after probationary period include:
• Medical Health Insurance
• Simple IRA with match
• Paid Vacation
• Employer paid long term disability
• Team Events
• Paid Training and Development

~This company works in partnership with Remarkable People Solutions to fill this position. Any communication from RPS is done on behalf of this company. All positions are direct hire positions with this company and not with RPS~

Job Type: Full-time

Pay: $35,000.00 - $43,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Work Location: One location