Panorama Insurance Associates
Personal Lines Account Manager
Panorama Insurance Associates, Roseville, California, United States, 95678
Job Purpose & Position Overview:
A Personal Lines Account Manager will be responsible for the daily ongoing management and retention of clients through superior customer service & communication, while maintaining a partnership with the Producer to support business. The Personal Lines Account Manager will proactively promote insurance products, including quoting new and existing clients, conduct accurate data entry, and uphold PIA's core values.
Responsibilities:Independently manage accounts on a day-to-day basis including coordinating all servicesUtilize strong interpersonal & communication skills to maintain and enhance relationships with existing clients, agents, company representatives and co-workersPrimary contact between clients and insurance carrier, maintaining continuous communication and providing solutions to meet clients needs for coverage and costsNegotiate and secure the most appropriate carrier coverage based on client needs for new and renewal businessConduct research, analyze facts, prepare necessary documents, and ensure accurate submission of applications to carriers, following all applicable binding proceduresPresent proposals, bind coverage, address invoicing, endorsements, and cancellations in a timely manner, verifying accuracy and coverage adequacy as well as reduce loss ratiosIssue insurance certificates, binders, ID cards, and Proof of Insurance while preserving confidentialityEfficiently enter and maintain accounts/policies in Agency Management System while servicing a current suspenseMaintain licensing requirements and training, keeping up to date on industry information, underwriting guidelines, new product information, coverage, and technologyRepresent the company with a positive, ethical, timely and professional attitude over the phone, in writing and in person at all timesMulti-task in an ever-changing environment, while balancing collaboration with autonomyDuties, responsibilities, and activities may change, or new ones may be assigned at any time with or without noticeQualifications:
5+ years Insurance Account Management experienceHigh school diploma (or equivalent) requiredComputer skills including Microsoft Office Suite and agency management system experience (Applied EPIC, preferred)Certificates, Licenses, Registrations:
Applicable state required Property & Casualty LicenseCISR preferredBachelor's degree is preferred but not required
Physical Requirements:
☒Normal Office • Heavy work (lift 30-50 lbs.)
☒Light work (lift 10 lbs.) • Very heavy work (lift over 50 lbs.)• Medium work (lift 11-30 lbs.)• Other physical requirements (note):
Mental Requirements:
☒Reading, Writing, Calculating
☒Social Interaction Skills
☒Reasoning/Analysis
☒Works with Minimal Supervision• Other Mental Requirements (note):
To perform this job successfully, an individual must be able to perform each essential responsibility satisfactorily.
Panorama is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Panorama will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position and/or to receive all other benefits and privileges of employment, please contact us.
JOB CODE: 1000013
A Personal Lines Account Manager will be responsible for the daily ongoing management and retention of clients through superior customer service & communication, while maintaining a partnership with the Producer to support business. The Personal Lines Account Manager will proactively promote insurance products, including quoting new and existing clients, conduct accurate data entry, and uphold PIA's core values.
Responsibilities:Independently manage accounts on a day-to-day basis including coordinating all servicesUtilize strong interpersonal & communication skills to maintain and enhance relationships with existing clients, agents, company representatives and co-workersPrimary contact between clients and insurance carrier, maintaining continuous communication and providing solutions to meet clients needs for coverage and costsNegotiate and secure the most appropriate carrier coverage based on client needs for new and renewal businessConduct research, analyze facts, prepare necessary documents, and ensure accurate submission of applications to carriers, following all applicable binding proceduresPresent proposals, bind coverage, address invoicing, endorsements, and cancellations in a timely manner, verifying accuracy and coverage adequacy as well as reduce loss ratiosIssue insurance certificates, binders, ID cards, and Proof of Insurance while preserving confidentialityEfficiently enter and maintain accounts/policies in Agency Management System while servicing a current suspenseMaintain licensing requirements and training, keeping up to date on industry information, underwriting guidelines, new product information, coverage, and technologyRepresent the company with a positive, ethical, timely and professional attitude over the phone, in writing and in person at all timesMulti-task in an ever-changing environment, while balancing collaboration with autonomyDuties, responsibilities, and activities may change, or new ones may be assigned at any time with or without noticeQualifications:
5+ years Insurance Account Management experienceHigh school diploma (or equivalent) requiredComputer skills including Microsoft Office Suite and agency management system experience (Applied EPIC, preferred)Certificates, Licenses, Registrations:
Applicable state required Property & Casualty LicenseCISR preferredBachelor's degree is preferred but not required
Physical Requirements:
☒Normal Office • Heavy work (lift 30-50 lbs.)
☒Light work (lift 10 lbs.) • Very heavy work (lift over 50 lbs.)• Medium work (lift 11-30 lbs.)• Other physical requirements (note):
Mental Requirements:
☒Reading, Writing, Calculating
☒Social Interaction Skills
☒Reasoning/Analysis
☒Works with Minimal Supervision• Other Mental Requirements (note):
To perform this job successfully, an individual must be able to perform each essential responsibility satisfactorily.
Panorama is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Panorama will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position and/or to receive all other benefits and privileges of employment, please contact us.
JOB CODE: 1000013