Personal Lines Account Manager
Company: Browning Agency
Location: Hastings
Posted on: August 5, 2022
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Job Description:
Job Description Major Responsibilities: -- Work with Account
Executive and/or Department Lead for guidance and training on all
aspects of servicing clients. -- Primarily responsible for standard
and non-standard Personal Lines accounts. -- Process all
applications, policies and endorsements for clients, review for
accuracy. -- Update policy accounts with most current information
as received. -- Review renewals for significant changes, alert
producer as needed. -- Follow up on notices of non-payment per
agency procedures and notify producer of cancelled/expired policies
for rewrite. -- Respond to carrier memos and process any necessary
updates. -- Prepare and process requests for ID cards, evidence of
property, certificates of insurance, and binders. -- Process claim
reports according to carrier procedures or forward to Liberty
claims dept as needed. -- Process agency bill renewals & invoicing.
-- Review monthly Aged Accounts Receivables Report provided by
accounting dept. -- Inform producers of all important activities on
their accounts. -- Offer a cross-sell to every client that has only
one line of business with the company. -- Quote higher limits and
coverages when processing endorsements for potential up-sell. --
Market renewal business as appropriate, alert producer of possible
rewrite. Performance Expectations: -- Service Company and clients
in a manner to avoid potential exposure to E&O claims. -- Alert
management of incidents that may require management assistance or
approval. -- Respond to phone calls and e-mails within acceptable
timeframe not to exceed 24 hours. -- Process client requests (e.g.
ID cards, certs, binders) within 24 hours of request. Maintain
current, consistent, detailed documentation on all client activity,
phone conversations, and correspondence in system Utilize system to
follow up on outstanding items in a timely manner to avoid overdue
situations. Prioritize workload and request assistance as necessary
to reduce backlog. Participate with management and other
departments/personnel on special projects and other duties as
needed. Keep current on rates, forms and coverage changes through
bulletins, trade publications, and seminars. Participate in
seminars and classes for skill and knowledge development. Minimum
Qualifications/Requirements: Education requirement: 2 year College
degree minimum Active DOI P&C License required. Professional
designation is a plus. Knowledge of EPIC or similar agency
management system. Good listening skills, attention to detail, and
a positive attitude are essential. Knowledge of personal insurance
and products.
Keywords: Browning Agency, Palm Coast , Personal Lines Account Manager, Executive , Hastings, Florida
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