What are the responsibilities and job description for the Personal Lines Account Manager position at Carroll Insurance Agency?
Founded in 1980, Carroll has built our company on providing specialized risk management and employee benefits services across Manufacturing and Construction industries. Over the years, we have expanded our expertise to Oil & Gas, Technology, Professional Services, Restaurants, and Retail.
We attribute our success to consistently providing unparalleled value to our clientele, and to adhering to our core values: Honesty, Attitude, and Purpose.
Key Responsibilities
- Receive and distribute department mail.
- Prepare applications obtain, and organize related documents (MVRs, inspections, etc.) and re-market renewal accounts as necessary or instructed by agency management.
- Rate and quote coverage/policies as necessary.
- Process endorsements and cancellations through communication with the insured, company, mortgagees, lien holders, etc.
- Receive phone calls and answer questions, resolve any problems and provide counsel and advice to clients.
- Handle insured’s questions and complaints.
- Maintain account information for the assigned portion of the alphabet in accordance with established procedures.
- Identify cross selling opportunities from information provided by customer and solicit appointments to pursue this information.
- Soliciting information on policies or exposures and providing a quote for such not currently provided by agency.
- Take and process claims.
- Contact clients for collection of premiums as necessary.
- Provide initial coverage verification, process and record final claim settlement information.
- Check expiration list as renewals are ordered and reviewed.
- Keep informed about new coverage and products for all markets.
- Maintain direct communication with company underwriters.
- Perform other duties as required or as instructed by the Personal Lines Manager.
- Promote Carroll Insurance Agency and the insurance industry in the community.
- Pursue a program for personal and professional development.
Qualifications
- High school diploma with some college helpful but not necessary
- At least two years of experience in the insurance industry, preferably in personal lines
- Ability to work with details
- Above average phone personality and ability to deal with people
- Ability to understand and explain personal lines insurance coverage, forms and policies
- Willingness to pursue ACSR/CISR or CIC and/or other industry courses essential to professional development
- Hold Texas property-casualty insurance agent’s license
***This is an on-site remote position with an option for an alternate work schedule***
All applicants must be authorized to work in and currently reside in the United States.
NO AGENCIES OR 3RD PARTY INQUIRIES