Personal Lines Account Manager (Tucson, AZ)

Primary Functions:

• Handle and process new and renewal personal lines business.
• Provide in-house customer service to clients as assigned and requested.

Major Responsibilities:

• Provide positive, prompt, accurate and courteous service to our clients.
• Market new and renewal business, determine premiums, prepare and present proposals to clients and maintain underwriting and marketing information by carrier.
• Prospect for new business from existing clients and identified target groups.
• Contact prospects for the purpose of providing a quote and making sales appointments.
• Conduct client and prospect appointments communicating proposals and renewals, explaining details and communicating desire to conduct business.
• Receive phone calls from clients and companies regarding insurance, claims, or administrative needs, and comply with the request and/or refer to Department Manager when necessary.
• Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
• Receive claim reports, notify the company and direct the necessary actions to insure prompt processing, handling and resolution.
• Be proficient with the Applied System and company rating systems.
• Be familiar with and follow agency E&O guidelines.
• Maintain electronic and/or paper files in an orderly, up-to-date manner.
• Perform special projects at management’s request.

Requirements:

• Must be a positive, imaginative and creative individual.
• Must be a self-starter and committed to creating and fostering a TEAM environment.
• Must be organized with demonstrated skills for effective communication both verbal and written with the ability to influence others.
• Minimum two years experience in similar position is desirable.  Must be 2-20 licensed per state requirements.
• Must be able to understand and analyze personal lines insurance coverage, forms and policies.
• Strong understanding of Personal Lines underwriting and policy rating.