Summary

The Personal Lines Account Manager services all types of personal property and casualty insurance products assuring the highest ethical standards, while promoting the image of the Agency and providing superior levels of customer satisfaction that drive long-term relationships, referral business and the attainment of profit goals.

Responsibilities and Duties

· Professionally and accurately respond to customer inquiries, including questions concerning coverage, billing, and/or underwriting and claims, in a timely manner.

· Accurately quote and bind personal insurance coverage. Tasks include gathering underwriting data, obtaining necessary documents and signatures, and forwarding all items required to bind coverage to the insurance carrier.

· Efficiently process change requests on-line or in AMS360, providing necessary documentation to the insured and/or other party as requested.

· Assist insured clients in the reporting of claims by either directly connecting the insured with their insurance carrier’s claims department or by completing a loss report and forwarding to the insurance carrier, with any supporting documents, as soon as possible. Follow-up per Agency procedure.

· Replace/rewrite policies as needed, providing all necessary documents to the new insurance carrier.

· Maintain clear and accurate coverage detail and account activity documentation in AMS360.

· Effectively respond to all correspondence and phone calls in a timely manner, preferably the same day.

Responsibilities and Duties (continued)

· Resourcefully use client contacts as an opportunity to update coverages and cross sell products.

· Competently participate in meetings, training sessions and seminars.

· Assist with training of co-workers as needed.

· Comply with all Agency procedures and guidelines.

· Perform any other duties required by management.

Qualifications and Skills Required

· Possess a high degree of accuracy and attention to detail

· Excellent managerial, written and verbal communication skills

· Must work well in a team environment

· Familiar with AMS360 and Image Write

· Warm, friendly personality with the ability to connect with people

· Possesses a Property and Casualty Insurance Brokers license

· 2 years proven managing, prioritizing, and organizational experience

Job Type: Full-time

Pay: From $54,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Parental leave
Vision insurance

License/Certification:

Insurance Property and Casualty (Required)

Ability to Commute:

Catskill, NY 12414 (Required)

Work Location: In person

The Reis Group

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Personal Lines Account Manager