Robertson Ryan Insurance · 2 months ago
Account Manager - Personal Lines
United States
Full-time
Remote
Mid Level
3+ years expRobertson Ryan Insurance is a nationally recognized Top Workplace and a leading Property & Casualty Insurance Agency. The Personal Lines Account Manager will manage client accounts from initial contact through servicing, ensuring professional and courteous service while identifying opportunities to enhance coverage.
Insurance
Responsibilities
Communicate and identify opportunities to promote and enhance coverage based on the client’s needs
Handle customer service and items relating to coverages, claims, certificates and accounting/billing. Provide billing support to customers
Understand complex exposures including specialty product lines
Organize and prioritize workflows for assigned book(s) of business
Distribute quotes to prospective customers and current customers with follow up to answer questions
Prepare applications, proposals and marketing items for existing and new business
Bind all personal lines business including sending all documents and completing e-signatures
Maintain accuracy in agency management system, quoting system, and carrier systems. Input data into appropriate software for vendors/carriers/clients within required timeframe
Assist clients with making coverage changes and complete all service requests for clients
Ensure that client issues are efficiently handled with resolution. Establish and preserve a solid business rapport with clients
Additional office projects, as needed
Qualification
Required
Experience handling Personal Lines Insurance, minimum 3 years (Required) - understanding state insurance laws, licensing requirements, and ethical standards governing insurance transactions
Must be willing to learn the insurance industry technology management systems
Ability to operate various computer programs (Microsoft Office Suite, Google Suite, etc.)
Previous experience managing own book of business
Communication Skills: Effective communication skills, both verbal and written, are required for Personal Lines Account Managers to interact with clients, producers, and company personnel
Ability to prioritize and handle multiple tasks independently
Current Property & Casualty Insurance License (Required)
Preferred
Applied Epic experience (Preferred)
Company
Robertson Ryan Insurance
Robertson Ryan Insurance offers a broad range of solutions for Business, Personal and Benefits Insurance.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Christopher Illman
CEO
Recent News
BizTimes - Milwaukee Business News
2025-02-18
Company data provided by crunchbase