Personal Lines Account Manager

Opportunity Stanislaus is helping Winton-Ireland, Strom & Green Insurance Agency recruit a Personal Lines Account Manager.

This position includes the complete servicing of personal lines accounts, including quoting and issuing of new and renewal personal lines business. This position requires accurate and courteous service to our fellow team members, clients, producers, and company personnel. Each Account Manager has the opportunity to grow and develop his/her talents and insurance knowledge to the highest level possible. We encourage attending webinars regularly to stay current with carrier updates and/or industry changes in general.
 

Essential Functions:
Directly responsible for the daily service requirements on assigned book of business including, but not limited to:

• Rating of new and renewal business.
• Binding coverage and confirming with client.
• Preparing and/or supervising preparation of insurance proposals for new and renewal clients.
• Reviewing and processing applications, new policies, renewal requests and endorsements for accuracy.
• Managing and servicing clients according to agency procedures.
• Cross selling and account rounding.
• Keeping client records, spreadsheets, and policy summaries up to date.
• Maintaining electronic files according to agency procedures.
• Monitoring and processing past due accounts, including sending non-pay notifications to the insured and/or producer as needed.
• Communicating important account activity with producers including potential problems and informing Management as needed.
• Assisting other departments by providing information necessary to secure coverage for mutual clients.
• Providing back-up coverage to other Team members as needed.
• Complete other essential functions as assigned.
• Complete tasks according to Standard Operating Procedures.
• Competencies (Knowledge, Skills & Abilities)
• Excellent verbal and written communication skills.
• Excellent interpersonal, sales and customer service skills.
• Excellent organizational skills and attention to detail.
• Excellent time management skills with a proven ability to meet deadlines.
• Ability to function well in a high-paced and at times stressful environment.
• Strong analytical and problem-solving skills.
• Strong mathematical skills.
  • Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
• Proficient with Microsoft Office Suite or related software.
• Knowledge of Vertafore Agency Management products is preferred.

Education and/or Experience:

• High school diploma or equivalent.
• Customer Service experience required
• Thorough understanding of insurance industry, personal underwriting, products and coverage.
• Must be fully licensed as a Fire & Casualty Broker/Agent and license must be maintained. (Continuing education required)

Physical Demands:
Physical demands of the job that must be met by an employee to successfully perform the essential functions are represented below. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Frequently required to use manual dexterity.
• Regularly required to sit for long periods of time at a desk and work on a computer.
• Ability to talk and listen.
• Occasionally required to stand; walk; reach with hands and arms; climb or balance; and stoop, kneel or crouch.
• Occasionally required to lift and/or move up to 10 pounds.
• Specific vision abilities required by this job include close vision, peripheral vision, and ability to adjust focus

Position Type:
This is a full-time non-exempt position. The Agency provides compensation for all overtime hours worked by non-exempt employees in accordance with State and Federal laws.

• Business operation is Monday through Friday, 8:00 a.m. to 5:00 p.m.