PERSONAL LINES ACCOUNT MANAGER
Company: Rosen & Company Inc.
Location: Armonk
Posted on: May 13, 2022
Job Description:
PERSONAL LINES ACCOUNT MANAGER Respected Insurance Agency seeks
an experienced team-player to join a dynamic and mutually
supportive group of insurance professionals. - The Personal Lines
Account Manager will be part of a 10-person collaborative effort,
working with the best of clients and insurance companies. - The
primary function of this position is to provide quality service to
clients and cross sell within the Agency. The Personal Lines
Account Manager will be the day-to-day liaison between the
insurance company and our clients. Daily servicing of clients will
include addressing various coverage issues and handling all the
inside service work associated with the client accounts, including
all endorsement activity, routine coverage questions, problem
solving, renewals, checking and binding policies. Job Duties:
- Build and maintain relationships with clients by providing
consistent, accurate, and timely written and verbal
communications.
- Educate clients on coverage, exclusions and exposures; document
electronic files accordingly.
- Respond to clients' needs in a timely manner; producing
binders, policies and other related items.
- Maintain well documented client files and attachments.
- Vertafore AMS360 experience helpful.
- Manage mail daily, both electronic and paper.
- Know the underwriting and rating procedure for all types of
personal lines policies.
- Quote and sell personal lines policies.
- Provide technical support to Producers (coverage-wise, with
proposal, suspense, items etc.)
- Renew policies by agency standards.
- Maintain client files accurately and consistently documenting
conversations, sending confirmations to clients, adhering to all
other automation procedures.
- Handle cancellations with care, saving all accounts possible
with adherence to E&O guidelines. Position Requirements:
- 3 or more years' experience in Personal Lines, hold a P&C
license in NY.
- Understanding of personal insurance underwriting, coverage &
rate analysis.
- Familiarity with Berkley One, Chubb, Cincinnati, Hanover and
Travelers are a plus.
- Knowledge of insurance coverage's and an ability to communicate
this clearly to clients and underwriters.
- Strong written and verbal communication skills.
- Ability to organize, prioritize and self-manage workload.
- Computer literate with experience using Word and Excel.
- Ability to work in a team environment, with a positive
attitude, and willingness to help others.
- Able to work under pressure and time constraints.
- Good attendance. - COMPENSATION: - We offer a robust and
affordable Medical Plan, and a full list of other benefits. -
Competitive salary and time-off based on skill set, knowledge and
experience. - Qualified candidates click to apply! -
Keywords: Rosen & Company Inc., Stamford , PERSONAL LINES ACCOUNT MANAGER, Executive , Armonk, Connecticut
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