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McGowan Insurance Group · 4 days ago

Personal Lines Account Manager

Shelbyville, IN

Full-time

Onsite

Mid Level

McGowan Insurance Group is a family-owned insurance agency based in Indianapolis, IN, specializing in a diverse range of insurance services. The Personal Lines Account Manager is responsible for the day-to-day maintenance and servicing of assigned Personal Lines accounts, ensuring high levels of customer service and achieving retention goals through proactive account management.

Auto InsuranceCommercial InsuranceEmployee BenefitsFinancial ServicesInsuranceLife InsuranceProperty InsuranceRisk Management

Hiring Manager

Rebecca Filkins

Responsibilities

Support Producers’ sales efforts by handling accounts once bound

Perform annual reviews and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from customers

Maintain customer files and ensure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines

Maintain control of renewal expiration lists, binders, and any aged receivables in accordance with agency guidelines

Respond to customer inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines

Review all items to be processed, to ensure items were received as ordered

Participate in courses for insurance/sales skills. Maintain current knowledge of underwriting requirements of carriers. Keep current with industry trends by reading appropriate journals and company bulletins

Participate in any special projects at management’s request

Qualification

Indiana PropertyCasualty LicensePersonal lines insurance experienceBrokerage operations knowledgeMicrosoft 365 proficiencyAMS360 software experienceTime management skillsOrganizational skillsVerbal communication skillsWritten communication skillsSelf-motivationAttention to detailConfidentiality

Required

Current Indiana Property and Casualty License required

Experience servicing personal lines insurance accounts

Thorough knowledge of brokerage operations including procedures and applicable insurance laws/codes

Experience operating in an electronic environment using tools such as Microsoft 365 (Outlook, Word, Excel, OneDrive, Teams, etc.), agency management system software (preferably AMS360), and carrier proprietary systems

Excellent time management, organizational and verbal and written communication skills

High degree of self-motivation and self-direction

Keen attention to detail

Confidentiality of financial, employee, and customer information

Must be able to work with occasional instruction and supervision