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Personal Lines Account Manager (Customer Support)
Troxell Springfield, IL
$76k-102k (estimate)
Full Time Just Posted
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Troxell is Hiring a Personal Lines Account Manager (Customer Support) Near Springfield, IL

PERSONAL LINES ACCOUNT MANAGER
About Us
Top trusted risk advisor and solution provider for personal and business insurance where we work together to create the ultimate experience. We educate, advocate, and protect our people. We safeguard your future. We win by protecting people.
About the Role
The Account Manager will coordinate the processing of new and renewal personal lines business, including the review and assessment of client coverage proposals and packages for adequacy, completeness, and accuracy. Also provides guidance, assistance, and follow-up in all aspects of customer service requests from management, producers, or clients.
What You’ll Be Doing (Essential Responsibilities)
  • Conduct detailed reviews of new and renewal policies for accuracy in rating, coverage, completeness, and signatures; coordinate electronic input of transactions, orders policy changes and cancellations; and ensure documents are delivered/mailed to appropriate parties.
  • Prepare marketing information including coverage and costing comparisons, risk and loss analysis, or rating differences from carrier underwriting and marketing information files for use by producers and clients. May sell existing client’s additional or expanded coverage, as well as amended policies, upon request.
  • Prepare quotations for producers and clients and assist producers in answering questions about policy applications and likelihood of acceptance.
  • Maintain extensive contact in person, by phone and mail (electronic/postal), with carriers, producers, clients, and regulatory agencies to facilitate appropriate and comprehensive product customer service.
  • Maintain electronic and/or paper files in an orderly, timely manner. Contribute to a suspense system to ensure follow-up on outstanding or pending business matters.
  • Prepare/request insurance documents including binders, certificates, property schedules, and identification cards.
  • Perform a variety of account management support functions such as handling payment requests and updating information from clients.
  • Perform special projects at management’s request.
You Will Succeed by:
Working Together. Collaborative | Inclusive | Open Communication
Creating WOW. Professional | Consistent | Passionate
Earning Trust. Positive | Empathy | Respect
Embracing Innovation. Proactive | Problem solvers | Openminded
What You’ll Bring to Us
  • High School Graduate or GED required. Advanced training at technical, business, or college level is highly desired.
  • 0-3 years of experience in the insurance industry or a related field is desired.
  • Property & Casualty License at hire or within 180 days of hire. Must maintain license during employment.
  • Excellent written and Verbal communication skills and enjoy working with people in a high-volume customer service environment.
  • Ability to be highly organized, yet flexible in dealing with shifting priorities, fluctuating workloads, and evolving procedures.
  • Ability to read and interpret complex industry documents such as policy limitations, underwriting standards, and procedures/policy manuals, and apply within prescribed routines and practices.
  • Ability to thoroughly analyze product information, and make timely and practical recommendations to managers, producers, and clients.
  • Ability to work independently with limited supervision, while maintaining positive staff relationships within a teamwork environment.
  • Must demonstrate competence in computer and office equipment operations. Experience with MS Office products (Word and Excel) and the Internet are highly desirable.
What We Need from You
  • Full-time
  • Hours are 8:00 am to 4:30 pm
  • This position is eligible for hybrid work
  • Travel: None
The Fine Print
  • Work is typically performed in a standard office setting with no travel required.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • May be required to work more hours than normally expected during a regular workweek.
  • Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Job Summary

JOB TYPE

Full Time

SALARY

$76k-102k (estimate)

POST DATE

05/24/2024

EXPIRATION DATE

07/22/2024

WEBSITE

troxellenterprises.com

HEADQUARTERS

Stockton, IL

SIZE

<25

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If you are interested in becoming a Personal Lines Account Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Lines Account Manager for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Personal Lines Account Manager job description and responsibilities

Manage the relationship with the client

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Personal Lines Account Manager jobs

Personal Services refers to buildings used to sell services rather than physical goods.

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Step 3: View the best colleges and universities for Personal Lines Account Manager.

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