Account Manager, Personal Lines

Servicing a book of Middle Market clients, this role will serve as a trusted advisor to key client groups by providing strategic and consultative guidance on identified collaborative initiatives, assessment of potential risk profiles and conducting policy audits, proposals and renewals.Primary Responsibilities and Duties:Build and maintain constructive relationships with customers by meeting and exceeding expectations.Actively service/retain existing accounts and develop new business opportunities.Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files and AMS accordingly.Schedule personal client meetings at annual renewal or more frequently to maintain client contact.Support Producers through proposals, suspense, follow-up, etc. to assist clients and achieve agency's business goals. Keep Producers apprised of client status.Respond to client inquiries, service requests and claims issues within established timeline.Inform and educate clients regarding coverage, exclusions and exposures.Execute coverage analysis: enlist assistance of other departments when applicable, notify client of coverage gaps, provide client with quotation for additional coverages, and document our proposal in addition to client’s acceptance/declination in AMS.Requirements and Qualifications:5 years’ experience of Personal Lines client management experience.Valid State P&C brokers’ license.College degree preferred.Extensive knowledge of Personal Lines underwriting, coverage, rate analysis, and experience reporting.Physical Demands and Work Environment:While performing the duties of this job, the employee is required to regularly sit, hear, and reach with hands and arms. The employee is occasionally required to stand and walk. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.The work environment characteristics described are representative of those employees performing the essential functions of this job. The noise level in the work environment is usually moderate to loud. Occasional travel.

#J-18808-Ljbffr