What are the responsibilities and job description for the Account Manager - Personal Lines position at Ambank Company?
The Opportunity
Perspective Insurance is looking to hire an organized, conscientious, and enthusiastic Account Manager with excellent written, verbal, and time management skills. Applicant must have strong technical skills with Microsoft programs including Word, Excel, and Outlook and ability to learn internal systems (Applied EPIC). Applicant must also have a strong background in customer service and enjoy working in a team-oriented environment.
Count On To:
- Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, providing documentation
- Answer customer calls and correspondence regarding new or existing insurance policies and service all claims
- Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary
- Responsible for existing client account review and renewal process including client contact, remarketing and proposals
- Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
Knowledge and Skills:
- Insurance industry experience preferred but not required
- Must possess strong verbal and written communication and organizational skills
- Must have the ability to handle multiple and changing priorities in a fast-paced team environment
Equal Opportunity Employer I Affirmative Action
