Title: Personal Lines Account Manager-On Site-Schaumburg, IL (38709)

Term: Direct Hire

Salary: $50,000-$65,000 per year, based on experience

Location: Schaumburg, IL

Hours: 8:30am- 5pm

Awesome Bonus Potential
New Business Commissions

Our Schaumburg IL client is seeking a Personal Lines Account Manager.

Our client needs candidates with great computer skills, internet navigation skills, organizational skills, detail skills, and customer service driven.

All tasks are software driven and they are 99% paperless.

Customer service empathy and skills are a necessity.

CRM: TAM cloud software: This is a mandatory skill needed. (No longer than 6 months of not using TAM software). Minimum 3 years of TAM Software in a Personal Lines Account Management role.

Must be P&C Licensed in the state of IL.

Minimum of 5 years Personal Lines Account Management experience is required.

Position Summary:

Primary Duties of the Personal Lines Account Manager:

· Provide quality service to the clients both new business and renewal clients.

· Be the day-to-day liaison between the insurance company, Producer, and their clients.

· Daily servicing of clients will include:

o Addressing various coverage issues

o Handling all the inside service work associated with the clients account (including all endorsement activity, routine coverage questions, problem-solving, utilizing EZ-Lynx Software, and Checking and Binding of Policies).

· Utilize appropriate wholesale partners by knowing and understanding which wholesalers to use for a given situation and insurance placement.

· Responsible as a Team Member to know, apply, and double check each and every workflow process within the Personal Lines Department and the TAM Software.

· All Policies and Procedures within the company and within the department are to be followed and adhered to in an effort to meet standards.

· It is recommended that the Personal Lines Account Manager assures that a request to bind insurance coverage protection is emailed from the client stating dates, carrier name, and premiums per policy and attached within the client file.

· Promotes a proactive, team orientated culture, and expects each position to assist one another when necessary, so that all workflow is completed timely, accurately and client expectations are achieved.

Essential Duties and Responsibilities:

Specific responsibilities of the Personal Lines Account Manager will include, but not be limited to:

· Build and maintain relationships with clients, producers, wholesalers, and carriers.

· Provide consistent, accurate, and timely communication to clients through verbal and written correspondence, with respects to renewal management, cancellations, reinstatements, and any coverage updates throughout the policy period.

· Inform and educate clients about coverages, appropriate limits, exclusions, carrier expertise, claims, and exposures; document client files within TAM accordingly.

· Maintain client files in TAM accurately and consistently documenting conversations, sending confirmations to clients and ensure Activity Report is updated during or immediately after the discussion with the client.

· Develops professional looking, organized, and diligent proposals when necessary for high valued clientele, and submits to insured for signatures on all "applications" and stays on top of each and every client renewal it is responsible for in a timely and organized fashion to ensure the client and producer have time to review proposals and quotations prior to policy expiration as needed.

· Communicates directly with underwriters and carrier reps with various carrier partners and wholesalers and needs to be able to rate for each carrier as needed accurately, timely, and document properly within TAM.

· Required to track on a monthly basis all new business written, and all renewal business lost and submit within a spreadsheet to the CEO monthly.

· Assist clients in making appropriate coverage changes; inform and educate clients about coverages, exclusions, exposures, and attach documents to the client file within TAM accurately and efficiently.

· Involved in carrier discussion and meetings involving appetite, policy form updates, general carrier updates, new business, and renewal management discussions.

· Responsible for reviewing all client policies to verify accuracy and facilitate corrections, as needed, between the client and carrier and when necessary, follows up with client for payment.

· Responsible to process and track fees as required.

· Expected to assist with other duties not listed within the job description as might be needed for the company.

Qualifications:

· Understanding of personal insurance underwriting, coverage, and rate analysis.

· Minimum 5 years' experience.

· Must be able to clearly and professionally communicate verbally and in writing to customers, carriers, and internal team members.

· Proficient in Microsoft Office Programs (Word, Excel, PowerPoint & Outlook).

· Very detailed, organized, computer friendly, paperless, and process-oriented professional within the industry for a minimum of 5 years.

· Motivated, organized, prioritized, and self-managed workload.

· Be able to take direction from management when necessary or need be.

· Ability to work in a team environment (helping other team members and management accomplish goals and objectives outside of the job description when necessary to help), with a positive attitude and willingness to help others.

· Maintain a professional appearance.

· Bi-lingual in English & Spanish preferred.

Education and/or Experience:

· College degree preferred.

· Minimum 5 years' experience as a Personal Lines Account Manager and currently holding a P&C license is required.

· Insurance Designations Preferred.

· Current/recent Experience (no longer than 6 months of not using the TAM Software) with TAM software necessary. A minimum of 3 years using the TAM Software within a Personal Lines Account Management role.

· Previous experience working in an independent insurance agency or large insurance broker as a Personal Lines Account Manager for Property & Casualty Insurance.

· Solid skills with Excel, Word, Outlook, and PowerPoint are a must. A minimum of 3 years' recent experience.

Job Type: Full-time

Pay: $50,000.00 - $65,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Vision insurance

Weekly day range:

• Monday to Friday

Work setting:

• In-person

Experience:

• Personal Lines Account Management: 5 years (Required)
• Microsoft Excel, Word, Outlook & PowerPoint: 3 years (Required)
• TAM cloud software (in a Personal Lines AM role): 3 years (Required)

License/Certification:

• Illinois Property & Casualty License (Required)

Work Location: In person