PERSONAL LINES ACCOUNT MANAGER

Interested in joining a dynamic local insurance team that is making a difference? At Flatlands Jessup Insurance Group, we empower people to secure their financial future and protect the ones they love. And we are growing! We would like to add a Personal Lines Account Manager to our team.

The Personal Lines Account Manager processes information to establish new accounts and assists with retention of existing accounts and provides prompt, efficient, high-quality service to designated accounts in support of Producer activities.

ESSENTIAL JOB FUNCTIONS

• Oversee portfolio of clients by serving as the intermediary between clients and insurance companies.
• Assist producers through networking and providing feedback on client trends and tendencies.
• Remain educated on all insurance coverage provisions, regulations, and pertinent legislation to ensure customers understand their coverage terms and insurance services.
• After reviewing updated client exposure survey information, obtain all required renewal information from the insured and complete applications for designated renewal business sixty days before renewal date. Assists Producer(s) as needed.
• Review renewals to determine if non-standard policies can be rewritten in a standard program. Prepare rewrite applications for business through companies no longer represented at least 30 days prior to renewal. Secure and submit all required renewal underwriting information.
• Receive phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies. Complete changes/requests within 24 hours of receipt. Determine carrier placement, complete applications or endorsements, and collect premium when applicable.
• Receive and review all terminations and cancellations to determine appropriate action within 72 hours of receipt.
• Handle premium collection through form letters and request cancellation of policies when necessary.
• Follow up on outstanding claims and provide assistance in claims resolution as necessary.
• Solicit new business/new lines opportunities with clients for lines of coverage not currently written by the agency. Expectations are an average of one new business referral per client serviced.
• Actively solicit increases in limits and/or coverages, rounding out accounts through new sales to clients across lines of coverage.
• Actively seek referrals from the current client base to solicit for new business prospects; follow up to generate new business using prospect database and automation system. Expectation is five referrals per week..
• Conduct periodic service calls via phone or in person for designated accounts and document all material conversations with insureds and/or carriers regarding exposures and coverages
• Maintains working knowledge of all rating products and processes.
• Perform other functions as assigned by management.

· JOB REQUIREMENTS

· Ability to use a personal computer, calculator, agency automation system, and demonstrate proficiency in various software programs, including but not limited to all Microsoft Office software suite programs.

· Candidate must satisfactorily complete pre-hire employment assessments and maintain a satisfactory driving record.

· Candidate may be asked to submit to a drug and/or alcohol screening.

· Civil and criminal history background check will be performed at the company’s expense.

· Must be an assertive self-starter with the ability to influence others.

· Prior successful demonstration of effective presentation skills through both verbal and written communication methods.

· Must always maintain professionalism and must also be able to work well with others.

EDUCATION AND EXPERIENCE

· High school diploma or equivalent required; Bachelor’s degree preferred.

· No experience required, but must be willing and able to attain P&C licensure within 45 days.

· Experience in Personal Lines a plus, but not required.

JOB SPECIFICS

· Potential for remote/hybrid!! Mon-Fri 8:30 to 5pm, but some flexibility on evenings and weekends

· Pay starting at 40-50K, pay dependent on experience and potential

· Benefits available after probationary period include:

• Benefits: Health, Vision, Dental, Critical Illness, Accident, Short-Term Disability
• Full-time, in-person position
• Location is in the Morehead City office
• Perks: Annual Performance Bonuses and Summer Hours (leave at 1pm every other Friday in the Summer)

~This company works in partnership with Remarkable People Solutions to fill this position. Any communication from RPS is done on behalf of this company. All positions are direct hire positions with this company and not with RPS~

Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Benefits:

• Dental insurance
• Disability insurance
• Health insurance
• Vision insurance

Supplemental pay types:

• Bonus opportunities

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Work Location: Hybrid remote in Williamston, NC 27892