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Jones Networking · 4 hours ago

Personal Lines Account Manager

Atlanta, GA

Full-time

Hybrid

Mid Level

$66K/yr - $90K/yr

Jones Networking is a growing insurance agency seeking a Personal Lines Account Manager to join their team in Atlanta, Georgia. The role involves managing a book of business, ensuring accuracy in account handling, and maintaining high client retention rates.

Human Resources

Work & Life Balance

Responsibilities

Regarding new or renewal account activity; responsible for gathering applicable information for underwriting file, completing up-front underwriting to provide best placement of the risk, completing applications, if applicable, and updating internal management system (EPIC) with accurate data

Review quotes for accuracy, ensuring agency standards, and preparing proposal summaries to clients at renewal with full summary review including suggestions on better/broader coverages available

Responsible for making sure all coverages are bound as requested, setting up correct pay plans, sending out all binders, ID cards and Certificates as needed

All general responsibilities associated with servicing a book of business: email, mail and telephone management of all accounts

Process change requests and endorsements through carrier sites; ensuring accuracy of changes

Maintain and process all accurate and timely account data, including policies, in the management system (EPIC)

Manage client interactions for new claims and process through carriers, recommending companies for mitigation, confirming claim is received and adjuster is assigned, handling any questions or follow up calls as needed from insured or adjuster

Invoice agency billed policies at issuance, changes or cancellation. Process any refunds to clients in a timely manner

Responsible for maintaining a minimum 93% retention rate on designated book of business

Certificates of Insurance issued when needed or requested by clients, banks, etc