What are the responsibilities and job description for the Personal Lines Account Manager position at McGowan Insurance Group?
About Us
McGowan Insurance Group has a concentrated geographic footprint in the Indianapolis, IN area with a diverse offering of property and casualty, commercial and personal lines, bonding, and employee benefits, along with the value-added benefits in regulatory compliance and advisory services. We are a family-owned insurance agency which enables us to have a management structure that attracts and retains our industry’s finest. We are service-driven experts in insurance. We look for value-added services and our advisors to provide our clients with resources to protect their businesses.
The culture at McGowan is the backbone of our success. Our deep roots in the community play a major role in our long-standing relationships. We’ve set the precedent on community relations. Giving back to a place that’s given so much to McGowan is a top priority for us. Our employees create an atmosphere to succeed every single day. We deliver results and are driven by passion. We demand a better future for ourselves, our clients and our communities. At McGowan, we’re passionate about our potential and believe everyone should have the tools to reach theirs.
Personal Lines Account Manager
Job Summary:
The Personal Lines Account Manager is responsible for day-to-day maintenance and servicing of assigned Personal Lines accounts, including but not limited to:
- Maintaining a high level of customer service and satisfaction
- Marketing & placement of renewal accounts as appropriate
- Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary customer service
Responsibilities:
- Support Producers’ sales efforts by handling accounts once bound.
- Perform annual reviews and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from customers.
- Maintain customer files and ensure proper documentation by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines.
- Maintain control of renewal expiration lists, binders, and any aged receivables in accordance with agency guidelines.
- Respond to customer inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines.
- Review all items to be processed, to ensure items were received as ordered.
- Participate in courses for insurance/sales skills. Maintain current knowledge of underwriting requirements of carriers. Keep current with industry trends by reading appropriate journals and company bulletins.
- Participate in any special projects at management’s request.
Qualifications:
- Current Indiana Property and Casualty License, or the willingness to obtain the license upon being hired
- Experience servicing personal lines insurance accounts
- Thorough knowledge of brokerage operations including procedures and applicable insurance laws/codes
- Experience operating in an electronic environment using tools such as Microsoft 365 (Outlook, Word, Excel, OneDrive, Teams, etc.), agency management system software (preferably AMS360), and carrier proprietary systems
- Excellent time management, organizational and verbal and written communication skills
- High degree of self-motivation and self-direction
- Keen attention to detail
- Confidentiality of financial, employee, and customer information
- Must be able to work with occasional instruction and supervision
Hours: Monday – Friday, 8:00am to 5:00pm
Preferred Office Locations:
- 570 Vale Park Road A, Valparaiso, IN 46385
- 1606 West Indiana 114, North Manchester, IN 46962
Benefits:
- Competitive Salary
- Health Insurance Plans (PPO, HSA, Copay Options)
- Dental Insurance
- Vision Insurance
- Company Paid Disability Insurance
- Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
- 401(k) with Safe Harbor Match
- Paid Time Off
- Paid Holidays
No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.