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Personal Lines Account Manager

Company: Browning Agency
Location: Hastings
Posted on: August 5, 2022

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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