Personal Lines Account Manager

The Account Manager is a key member of our Personal Lines team, responsible for providing exceptional, professional service to existing clients and new prospects. This role involves managing automobile, home, and umbrella insurance accounts, researching and responding to client inquiries, processing policy changes, preparing quotes, and collaborating with producers to support business development initiatives.

Salary Range: $48000.00 - $58000.00 per year

Annual Base Salary + Commission+ Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Responsibilities

• Responsible for gathering information and providing risk management recommendations for the renewal of designated accounts prior to renewal and for delivering renewals by and/or binders for designated accounts, as needed.
• Conduct periodic service calls for designated accounts.
• Review updated client exposure survey information, obtain other renewal information from insured, and complete applications for designated renewal business. Assist Producer(s) as needed.
• Review renewals to determine if non-standard policies can be rewritten in a standard program.
• Prepare rewrite applications for business through companies no longer represented. Secure and submit required renewal underwriting information.
• Receive phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies. Complete changes/requests.
• Review existing accounts to determine if additional lines of insurance should be solicited and does so by mail and/or phone prior to renewal.
• Receive and review all terminations and cancellations to determine action to be taken.
• Handle premium collection through form letters and request cancellation of policies when necessary.
• Follow up on outstanding claims and assist in claim resolution, as necessary.
• Document and maintain records of insureds and/or carriers interactions and transactions, recording details of inquiries regarding exposures and coverages and actions to be taken in agency management system.
• Provide prompt, courteous and professional service when interacting with customers, agency, and company personnel to minimize potential for errors & omissions claims.
• Performs other functions as assigned by management

• High School diploma or equivalent.
• 3 years Personal Lines Insurance experience (property and casualty).
• Active NM Property and Casualty license required.
• Proficient in use of Microsoft Office Suite and Adobe Pro.
• Knowledge and experience with Epic software a plus.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Demonstrates a supportive and responsive manner with both internal and external customers.
• Exhibits excellent written and verbal communication skills.
• Shows strong attention to detail and accuracy in tasks and documentation.
• Maintains flexibility in adapting to changing priorities while effectively managing multiple tasks
• simultaneously.
• Builds and sustains positive working relationships with colleagues, clients, and partners.
• Works effectively both independently and collaboratively in a team-oriented environment.
• Upholds the confidentiality of all sensitive information related to clients, customers, employees, and carriers.
• Demonstrates problem-solving abilities by identifying issues and recommending practical solutions.
• Possesses strong computer and data entry skills, with proficiency in Microsoft Office Suite and other industry-related software applications.