Personal Lines Account Manager

Job summary

Manage and renew a personal-lines book of business, serve as the primary contact for client insurance needs, and support account growth through coverage reviews and cross-selling. Coordinate underwriting and account servicing, oversee transaction processing, and mentor and support customer service staff.

Job details

As Personal Lines Manger, working with the Sales Executives and under the direction of the Service Supervisor, you will help plan, lead and guide the growth, renewal and servicing of accounts to contribute to continued growth and operation of the brokerage. Your primary role will be to act as the go-to contact for all customer insurance needs. You are responsible for always maintaining positive and proactive customer communications while performing all renewal activities for the assigned customers (Book of Business) and mentoring the rest of the team. Renewal System: · Maintain a positive and proactive working relationships with key stakeholders in the renewal system and follow all CMB procedures, forms, checklists and workbooks as outlined in the CMB Renewal System · Pre-renewal activities, customer updates, and ensuring that marketing and renewal presentations be completed on time and as per company policy · Cross-sell or up-sell other products and services that the brokerage offers to new and existing clients · Coverage review checklists must be performed on an annual basis as per the CMB Renewal System · Build marketing relationships with CMB designated underwriters, maintain a positive and proactive relationship with underwriting, always putting the client's needs first Customer Service: · Be familiar with and follow company policies and procedures as established (Employee Handbook, Renewal Procedure, Claims Procedures, Collections and AR procedures, etc.) · Respond to and address all client inquiries and requests in a timely manner · Assist the Sales Executives in the collection of deposit premiums, and finance deposits and contracts on behalf of the brokerage · Collection of all outstanding underwriting requests from customers · Constantly obtain and share underwriting information required · Maintain, update and organize all data – electronic and paper filing systems utilized by the department/organization · Prepare customer account reconciliations for accounting inquiries · Provide clear instructions to CSR and Processing team for all transactions · Request cancellation on all overdue/unpaid accounts Team Support: · Report any problems on potential lost accounts before occurrence to the Service Supervisor · Report all potential bad debts immediately to the Service Supervisor · Take all steps to prevent Errors & Omissions, and report any potential E&O to the Service Supervisor · Supervise and check the processing of the Customer Service Representatives to ensure accuracy · Mentor and provide training assistance to the department Customer Service Representative Office Support: · Attend and participate in Account Manager/CSR meetings, general staff meetings, company functions and attend Chamber of Commerce events · Abide by and adhere to the policies and procedures as outlines in the Policies and Procedures manual · Utilize the Agency Manager, PowerPoint, Excel, Word, All Insurance Portal programs · Other related duties as assigned This job operates in a professional office environment. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice

What you’ll do

Manage and renew a personal-lines book of business, serve as the primary contact for client insurance needs, and support account growth through coverage reviews and cross-selling. Coordinate underwriting and account servicing, oversee transaction processing, and mentor and support customer service staff.

Requirements

The role calls for experience managing personal-lines insurance accounts, renewals, customer communications, and underwriting requests. It also requires the ability to follow brokerage procedures, support premium collection and account administration, and guide customer service representatives; no specific education requirement is stated.

Listed skills

• Customer service · Preferred
• Training · Preferred
• Account Management · Preferred
• Risk Management · Preferred
• Team Supervision · Preferred
• Microsoft Office · Preferred
• Upselling · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Personal Lines Insurance
• Account Management
• Customer Service
• Policy Renewals
• Cross-Selling
• Upselling
• Insurance Coverage Reviews
• Underwriting Coordination
• Premium Collection
• Account Reconciliation
• Team Supervision
• Mentoring
• Training
• Risk Management
• Error And Omissions Prevention
• Microsoft Office

Job areas

• Customer Service & Support
• Sales
• Management & Leadership
• Finance & Accounting

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