Apply on Employer Site

FBSPL · 1 day ago

Personal Lines Account Manager

Colorado, United States

Full-time

Onsite

Mid, Senior Level

$62K/yr - $85K/yr

3+ years exp

FBSPL is a company that specializes in personal lines insurance. The Personal Lines Account Manager is responsible for managing a portfolio of personal lines accounts, advising clients on their coverage needs, and ensuring client retention and growth while resolving any concerns that may arise.

Business DevelopmentConsultingFacilities Support ServicesInformation TechnologyOutsourcingSoftware

Growth Opportunities

Hiring Manager

Utpal Prajapat

Responsibilities

Adherence to CRS Core Values, Code of Ethics and policies and procedures, including time standards

Maintain accurate and complete client files

Serve as the trusted advisor for personal lines clients, educating them on coverage needs and making tailored recommendations

Exercise discretion when resolving client complaints, coverage disputes, or claims concerns

Advocate for the client by communicating with underwriters, marketing representatives, and claims adjusters to ensure fair outcomes

Respond promptly to client inquiries while maintaining thorough documentation of communications and resolutions

Process renewals, endorsements, cancellations, reinstatements, and non-renewals in accordance with company procedures

Review policies and endorsements for accuracy, taking corrective action when discrepancies are identified

Oversee remarketing efforts when appropriate, using judgment to recommend optimal carrier placements

Document and maintain accurate client and policy records in the agency management system

Interpret and analyze carrier policy language to ensure compliance with client needs and requirements

Partner with Personal Lines Producers to develop account strategies and retention plans

Mentor and support junior team members or new hires by sharing expertise, best practices, and guidance

Collaborate with other account managers to balance workloads and ensure high service standards across the department

Proactively identify opportunities for account rounding, cross-sells, and upgrades to enhance client protection

Provide input to Producers regarding potential growth opportunities and renewal strategy

Prepare renewal proposals and present recommendations to clients, exercising discretion in coverage and pricing discussions

Other strategic duties as assigned

Qualification

Property & Casualty licensePersonal lines account managementPersonal lines coveragesACSRComparable designationNegotiation with carriersDiscretionJudgmentCommunicationOrganizational abilities