The Personal Insurance Account Manager is responsible for proficiently assisting our clients with service and risk management needs in accordance with agency standards and workflows.

Essential Duties and Responsibilities:

• Provide No Excuse Client Service to assigned accounts.
• Perform customer service and account management responsibilities which include resolving issues related to billing, making changes to the policies and responding to policy coverage related questions in a timely and professional manner in accordance with agency standards and workflows.
• Perform renewal review process in accordance with our client tiers, agency standards and workflows.
• Responsible for sales of personal insurance products to existing clients.
• Determine reasons for requests for cancellations and act to save accounts in accordance with agency standards and workflows.
• Maintain client files on computer system and use computer system to perform all transactions by keeping up-to-date on agency automation.
• Maintain proper level of communication and build effective relationships with clients and companies.
• Keep up-to-date on company web-sites, rates, forms and coverage changes through e-mails and webinars in order to quote, make changes, and cancellations as necessary.
• Perform all activities relating to the public, clients and companies to avoid issues involving potential errors and omissions.
• Participate in seminars and other training to maintain required licenses and for knowledge, skill and leadership development.
• Perform other duties as requested.

Core Competencies:

• Be a self-starter, well-organized and display good business communication skills, both verbal and written and demonstrate basic mathematical abilities.
• Be a team player and display resourcefulness to find win-win solutions for our clients, insurance companies, and agency.
• Be able to conduct business analysis and interpret reports.
• Exhibit a personal commitment to develop insurance knowledge.
• Possess ability to deal with conflict and resolve problems; able to conduct business analysis and interpret reports.
• Have a personal commitment to continuous professional development including insurance knowledge and risk management skills.