What are the responsibilities and job description for the Personal Lines Account Manager position at Synectics Inc.?
Job Overview
- The Account Manager works closely with a team of agents to provide excellent customer service and support to individual and group clients.
- Prepares submissions and markets new/renewal business to appropriate carriers
- Responds to all day-to-day inquiries and service issues for assigned clients
- Provides coverage recommendations and collects exposures from clients and prospects
- Maintains agency management system with up-to-date and accurate information
- Serves as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities
- Tracks, manages and documents open issues keeping the client and agent informed of status and resolution
- Quotes, analyzes, compares, and recommends coverage options for clients
- Manages renewal timeline to ensure timely execution of client decisions
- Prepares summaries of insurance, renewals, schedules, and proposals
- Reviews client contracts and policies for accuracy
- Supports Agents with new and renewal business presentations as needed
- Builds and maintains strong customer relationships through pro-active communication
- Communicates and educates clients on latest industry trends, issues, and changes
- Attends client meetings as required
- Knowledge of insurance products, rating, and underwriting procedures
- Practical knowledge of quoting process and tools
- Excellent verbal and written communication skills
- Strong analytical thinking, business acumen, and organizational skills
- Proficient computer skills including the ability to document and access information
- Ability to follow existing processes, procedures, and verbal instruction
- Ability to manage multiple priorities, accurately, efficiently, and independently
- Attention to detail and ability to complete tasks with a high degree of accuracy
- License and Certification Requirements
- Valid WI driver's license and acceptable driving history
- Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin
- Qualified candidates will be licensed and have 3 years of personal lines experience.
- Paid Time Off (PTO)
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Disability Insurance
- Hands on Training
- Tuition Reimbursement
- Mon-Fri Schedule
- Career Growth Opportunities
- Retirement Plan
- Evenings Off