POWERS Insurance and Risk Management · 1 month ago
Personal Lines Account Manager
United States
Full-time
Remote
Mid, Senior Level
5+ years expPOWERS Insurance and Risk Management is seeking a Personal Lines Account Manager to assist Producers in procuring new business and servicing personal lines clients. The role requires excellent communication skills and a commitment to client service, along with responsibilities in business development, renewal business, and office efficiency.
Insurance
Responsibilities
Assists Producers in procuring new business and handles sales and servicing of assigned POWERS personal lines clients and prospects in an accurate and timely manner to exceed client expectations
Works with Personal Lines clients and prospects and Producers to determine appropriate coverages, prepare applications and other submission documents, review quotations and prepare proposals on new business as assigned
Consults with Producer to market existing assigned accounts, determining appropriate coverages, opportunities
Check and document, as needed, carrier alerts
Keeps informed of industry developments through review of trade press and by attending company training meetings on new coverages and products
Works with prospect and Producer to compile all information needed to provide quotes for new accounts within 2 days of receiving request
Pulls and assembles proper policy forms as needed
Selects appropriate carrier (based on product, rates, etc.) within 2 days of receiving request
Inputs new applications into system if needed and/or submits to company within 24 hours of binding
Prepares proposals for new accounts and reviews with Producer within 2 days, if needed
Checks new policies and prepares for delivery to client within 3 days of receipt
Prepares applications, obtains and organizes related documents (MVRs, inspections, etc.) for assigned book of business when needed
Conducts ongoing risk management reviews of personal lines files to identify inadequate coverages or limits
Prepares proposals for renewals and reviews with Producer within 5 days
Solicits expiration dates and additional coverages from existing clients to round out accounts
Processes endorsements and cancellations through communication with the insured, company, and producers
Checks all policies and endorsements for accuracy and orders corrections, if needed
Processes claims, including completion of ACORD forms, and monitors/assists with settlement progress, if needed
Prepares all policy invoices correctly and completes by the time the policy is mailed
Responds to questions and complaints from insureds within 4 hours; resolves issues ASAP
Maintains professional and positive relationship with company underwriters
Utilizes and strives to improve the agency management system, its related workflow and interface advances
Utilizes, organizes and maintains client, prospect and carrier records, account folders and computer files in accordance with established procedures
Performs other responsibilities and duties as assigned
Qualification
Required
5 years of experience in the insurance field preferred
Must be a good communicator with strong verbal skills
Competent computer skills, particularly Microsoft Office products including Word, Excel, and Outlook, and the ability to master the agency management system are highly desirable
Self-directed, organized, accurate and efficient, able to work with many individuals at various levels
Must be able to work with minimal supervision to achieve expected results
Detailed, accurate, strong at upselling, creative thinker
Missouri Property and Casualty Producer License required
Company
POWERS Insurance and Risk Management
POWERS Insurance is an independent insurance agency in St. Louis, MO. We offer insurance products, risk management services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
JD Powers
Chief Executive Officer
Casey Parisoff
Chief Surety Officer
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