Personal Lines Insurance Account Manager - Choice Financial Group

Position Description:

Choice Financial Group LLC is one of the fastest-growing companies in our industry, as identified by Inc 5000. We seek a highly driven, ethical, knowledgeable, and organized Personal Lines Account Manager to join our growing team. If you are motivated by interacting with people and passionate about unlimited opportunities, Choice may be the perfect company.

In this position, you will be the main contact for clients. You will establish, maintain, and enhance client relationships to resolve issues and retain customers. You will meet service delivery standards and perform essential functions according to the quality and service standards developed by our agency. Experience with mid-sized to large market accounts is desired.

Primary Responsibilities & Essential Functions:

• Work efficiently with agency producers to assemble, market, and place coverage for new clients.
• Assists clients with coverage; uses each contact with the client as an opportunity to review the whole account
• Prepares proposals and completes applications in coordination with producers; submits applications to eligible and appropriate carriers; obtains client signatures on all applications; follows up to ensure timely receipt of quotations and policies.
• Review current policy information with clients and make coverage recommendations
• Process Insured policy change requests
• Follow up to ensure the accuracy of endorsements processed by the carrier
• Underwrite, rewrite, re-quote, reinstate, and cancel existing policies on behalf of the insured
• Obtain all underwriting information and/or any trailing documentation from the client on behalf of the carrier
• Notate all interactions with Insureds in the agency-client management system
• Process Insured payments and review billing accounts with insureds
• Maintain client files in the client management system
• Furnish clients with requests for proof of insurance (certificates of insurance, binders, policies, endorsements, ID cards, declaration pages, and evidence of commercial property forms)
• Deliver client correspondence via Email/USPS

Experience and Additional Competencies: 

• 2 years’ experience as a Personal Lines Service Agent or Account Manager
• Active Personal Lines License
• Experience with Mid-Size to Large market accounts
• Advanced knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospect lists.
• Proficient with Microsoft Office – Outlook, Word, Excel
• Knowledge of or willing to learn EPIC system
• Full knowledge of insurance products and usages.
• Ability to utilize computer programs and understand functionality.
• Working knowledge of all Personal Lines insurance, insurance agency operations, coverage, applications, rates, markets, and applicable insurance laws/codes/regulations.
• Exceptional interpersonal skills
• Friendly and professional demeanor

Education:

• High School Diploma required, Associate or Bachelor degree for Advancement

Job Applicant Must Exhibit the Following Skills:

• Ability to communicate orally and in writing with others to explain complex issues.
• Ability to receive and interpret complex information and respond appropriately.
• Thorough, and detail-oriented to manage multiple clients, tasks, and requests
• Ability to add, subtract, multiply, and divide whole numbers and to accurately perform simple calculations involving decimals and fractions.
• Professional, committed, and self-motivated, with the ability to focus on daily tasks
• Self-Starter
• Motivated and willing to learn
• Team Player
• Organized

Benefits:

• Commission & Bonus
• Remote work eligibility after probationary period
• Employee Health Benefits (medical, dental, vision)
• 401K Retirement Plan
• Employer-paid Group Life Insurance.
• Paid time off
• Paid holidays
• Paid Bereavement
• Gym membership reimbursement
• Employee Referral Bonus

Powered by JazzHR