Personal Lines Account Manager
The James Allen Companies Inc.
Our client, a 27 year old independent agency is currently seeking a Senior Personal Lines Senior Account Manager to join their team. We are looking for results-oriented, hardworking and ambitious candidates who have the ability to work in a team-oriented environment. They offer competitive salaries and an excellent benefits package including medical, dental, life and disability, and 401K.
Core Competencies
- Candidate must be upbeat and have strong organizational skills.
- Candidate must be able to thrive in a professional environment, and must feel comfortable working individually and as part of a team.
- Candidate must have strong written and verbal communication skills, with an exceptional aptitude for client service.
- Candidate must have knowledge of Microsoft Office.
Job Responsibilities:
- Manage all phases of the client service process, usually in conjunction with an Account Executive or Producer, from renewal preparation and marketing to policy administration and customer service requests.
- Gather information from clients and prepare applications for submission to insurance carriers regarding new and/or renewal coverage.
- Develop and maintain strong client relationships to ensure all service needs are met. This will entail frequent involvement through phone calls, emails and on-site client visits.
- Prepare client proposals and insurance summaries based on the client’s needs and the coverages proposed.
- Prepare all transactions for assigned accounts, i.e. applications, invoices, proposals, maintenance of data in the agency management system.
*This position will evolve into the role of Manager, Personal Lines within 12-18 months.