Personal Lines Account Manager (Payson, AZ)

To provide assistance to producers in handling and processing of new and renewal personal lines business in accordance with Agency procedures and guidelines; to provide customer service to clients as assigned and requested. Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing personal accounts.

Responsibilities:

• Provide positive, prompt, accurate, and courteous service to clients.
• Receive phone calls from clients and companies regarding insurance, claims, or administrative needs, and comply with the request and/or refer to the producer when necessary.
• Be familiar with and follow agency E&O guidelines and service personal lines accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures.
• Maintain electronic files in an orderly, up-to-date manner.
• Perform special projects at management’s request.
• Review all applications, policies, endorsements, and audits for accuracy.
• Setup and prepare new account files per agency procedures.
• Keep current on rates, forms and coverage changes through circulars, bulletins, trade publications, seminars, and schools offered.
• Participate in seminars and classes for skill and knowledge development.
• Prioritize work load and/or request for assistance as required.
• Assist other agency departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client.
• Meet with clients to discuss and handle their insurance needs.
• Keep producers fully informed of all important activities on their accounts.
• Assist other departments and producers in cross selling and account rounding.
• Maintain all client activity in AMS 360 and follow procedures
• Follow workflow and agency procedures
• Assist in New Business workflow
• Receive change requests for endorsements
• Perform other related duties as assigned.

• Experience: At least two (2) years’ experience in similar position is preferred.
• Education requirement: College degree preferred. High school diploma or equivalent (GED) is required.
• Must be licensed per state requirements or willing to become licensed.
• Must be able to understand and analyze personal lines insurance coverage’s, forms, procedures, and policy rating systems.
• Should have thorough understanding of personal lines underwriting and coverages.
• Must desire to acquire advanced insurance designations.
• Must be proficient in a variety of computer software applications in word processing, spreadsheets, database, and presentation software (MSWord, Excel, Outlook, Access, PowerPoint).