Account Manager, Personal Lines bei Paquin & Carroll Insurance

Description

Assists in the production of new accounts and the retention of existing accounts. Provides prompt, efficient, high-quality service to accounts.

Essential Functions:

• Maintains a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors & omissions claims.
• Reviews renewals to determine if client has proper coverage. Offers and explains various company specific additional coverages.
• Receives phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies. Completes changes/requests within 24 hours of receipt. Determines acceptability and placement, completes applications or endorsements, and collects premium when applicable.
• Reviews existing accounts to determine if additional lines of insurance should be solicited and does so by mail and/or phone prior to renewal.
• Receives and reviews all terminations and cancellations to determine action to be taken, and takes needed action within 72 hours of receipt.
• Handles premium collection through form letters and requests cancellation of policies when necessary.
• Solicits expiration dates for policies not written by agency. Expectations are an average of one expiration date per client serviced.
• Actively solicits increases in limits and/or coverages or rounding out accounts through sales to clients at every service contact.
• Actively seeks referrals from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system. Expectation is five referrals per week.
• Documents all material conversations with insureds and/or carriers regarding exposures and coverages.
• Performs other miscellaneous duties or special assignments as required or assigned.

Working Conditions:

• Physical surroundings are generally pleasant and comfortable with protection from weather conditions but not necessarily from temperature changes.
• Normally seated with freedom of movement on a regular basis.
• Extensive operation of computers and other office equipment requiring dexterity and coordination and frequent use of hands.
• Fast-paced multi-tasking environment.

General:

• This job description is intended to describe the level of work required of the person performing the job.
• Essential functions are outlined; other duties may be assigned as needs arise or as required to support the agency’s essential functions.
• This description is not intended as a contract and is subject to unilateral change and revision by management.
• Any written contractual agreements will supersede this job description.

Requirements

• High school graduate or equivalent.
• Must have Property & Casualty insurance license as required by the State Department of Insurance to discuss and/or sell insurance in states where the agency functions.
• Must be an assertive self-starter with the ability to influence others.
• Should have demonstrated effective presentation skills through both verbal and written communications.
• Willingness to adapt to change and perform as a team player.
• Excels with time management and ability to prioritize tasks.
• Excellent customer service skills.
• Ability to adapt to changes in priorities quickly.
• Able to work harmoniously, professionally, cordially and effectively with others, focusing upon the attainment of agency goals and objectives through a commitment to teamwork.
• Ability to use personal computer, calculator, agency automation system (AMS), and proficiency in various software programs, including but not limited to PL Rating, Microsoft Word and Excel.
• Ability to read/see documents and computer screens, to communicate in person and via the telephone and use a computer and other office equipment.
• Is dependable and conforms to punctuality and attendance standards.