Personal Lines Account Manager

Standards of Performance:

• Actively supports and incorporates the company mission and core values into daily activities.
• Maintains a positive and respectful attitude with colleagues.
• Works as a team member to achieve departmental goals and overall company goals.
• Demonstrates positive customer service skills, internally and externally, with effective communication, respect, and integrity.
• Maintains confidentiality of all information related to clients, customers, employees, carriers, or as appropriate, other information.
• Consistently reports to work on time prepared to perform duties of the position.
• Demonstrates leadership skills and continually leads by example.
• Keeps abreast of industry changes and attends continuing education classes relevant to their specific position.
• Achieves sales, account development and retention targets as set out in annual and semi-annual agency plans.
• Processes renewals, endorsements, change requests, cancellations, premium payments, etc efficiently and without error.

Primary Responsibilities: (60% or more of time)

• Support producers by processing new business applications. This may include data entry of application information
• Build and maintain strong, long-lasting client relationships
• Prepare and present complete and competitive insurance quotes in a timely manner
• Develop trusted advisor relationships with key accounts
• Conduct regular account reviews to improve retention and sell additional coverages (cross-selling and account rounding)
• Process new and renewal policies, endorsements, cancellations, transacting, etc. according to agency procedures and workflows, keeping backlog to less than one working week
• Assist with challenging client requests or issue escalations as needed

Other Responsibilities:

• Set up and maintain account details in Hawksoft (AMS)
• Attach, organize, and name documents in Hawksoft
• Leverage templates and system-generated letters and forms to produce standard communications to clients and carriers, including BORs, client pre-renewal letters, proposal letters, change requests, etc.  
• Create activities in Hawksoft and assign to applicable team member  
• May be responsible for pulling items such as MVR, CLUES, RCE, etc.

Qualification Requirements

• Must hold a current property/casualty license
• Proven work experience as an Account Manager, Junior Account Manager, or relevant role
• Possesses a supportive and responsive manner with internal and external customers
• At least 5-7 years of insurance or insurance-related experience
• Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.  
• Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects.  
• Knowledge of insurance agency AMS
• Ability to perform multiple tasks in a complex working environment accurately and efficiently.
• Possesses above-average computer knowledge and oral/written communication skills.
• Has knowledge and experience necessary for independent decision-making ability.
• Ability to work in a fast-paced environment with some instruction and a high degree of accuracy and attention to detail. 

Physical Demands 

Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Reasonable accommodations may be made for individuals with disabilities. While performing the duties of this job, the employee may be required to drive and travel unaccompanied in diverse weather conditions.