What are the responsibilities and job description for the Account Manager: Personal Insurance position at Enders?
The Enders team is looking for an energetic, detail-oriented account manager to round out our dynamic group of insurance experts. If you're not already an expert, no problem! If you are driven to learn and committed to excellence, we'll help you get there.
The ideal candidate will be able to communicate with clarity and warmth, manage frequent interruptions, and thrive on prioritizing effectively at a quick pace.
ESSENTIAL DUTIES & RESPONSIBILITIES
- Perform account reviews independently upon policy renewal and client request. Review policies for correct coverage, solicit and evaluate rewrite quotes if necessary, provide recommendations for additional products when appropriate for client, and ensure a smooth transition when moving policies to a new carrier.
- Gather rates from carriers, working efficiently to prepare new business proposals for personal lines prospects independently or in coordination with Advisor. Complete application submission and policy issue.
- Field policy questions from clients and educate them about their coverage and the services our team can provide.
- Serve as an in-house expert on personal insurance carrier coverages, forms, websites, and procedures. Provide recommendations to our team of Advisors based on specialized carrier knowledge.
- Immediately document all client communication and action taken in agency management system according to internal protocols.
- Identify account round-out opportunities for benefits, financial services, and property and casualty products, and provide leads and contact information to appropriate personnel.
- Timely and accurate processing of policy changes including mortgagee changes, auto and property additions and deletions, address changes, etc.
- Field and address claims calls from clients. Maintain loss/claim files and provide updates as needed or agreed upon with clients and sales team.
- Maintain current contact and policy information in agency management system for prospects and clients.
- Participate in occasional sales and service meetings at the request of sales team and clients.
- Keep informed of the insurance industry through independent study, continuing education, and agency resources.
- Assist with general office tasks including answering agency phone and directing inquiries to appropriate personnel.
- Other duties as assigned.
COMPETENCIES
- Communication proficiency
- Ethical conduct
- Flexibility
- Initiative
- Time management
EDUCATION & EXPERIENCE
- High school diploma or GED equivalent required, Bachelor's Degree Preferred
- Two years property and casualty experience required.
- Two years customer service experience required.
- Proficiency with Microsoft Office suite
- Pennsylvania Property and Casualty Insurance License required.
Job Type: Full-time
Benefits:
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Paid jury duty
- Paid time off
- Parental leave
- Vision insurance
Schedule:
- Monday to Friday
Supplemental Pay:
- Bonus pay
Experience:
- Customer Service: 2 years (Preferred)
License/Certification:
- Property & Casualty Insurance License (Preferred)
Work Location: One location