Starr Mathews Insurance · 2 days ago
Account Manager Service
Calhoun, GA 30701
Full-time
Hybrid
Mid Level
3+ years expStarr Mathews Insurance is seeking a Personal Lines Account Manager to handle service and marketing responsibilities for personal insurance policies. The role involves regular client communication, policy management, and ensuring quality service standards are met.
Insurance
Responsibilities
Regularly communicates with clients discussing the details, billing, changes, etc. on their personal insurance policies
Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence
Reviews renewal marketing prepared by processing and determines which carrier to move forward with proposal
Renewal review with current clients to present options, offer rewrites to mitigate rate increase or carrier nonrenewal
Prepares worksheets and summaries of insurance, schedules and proposals as needed
Verifies policy and policy change information, facilitating corrections when necessary
Facilitates new policies for current clients who need due to purchases (i.e. new home or vacation property)
Maintains accurate records in AMS360 and also follows processes to document communications
Timely in follow up on tasks and to verify coverage was changed or bound as requested
Assists the client with billing questions and payments
Processes incoming email, mail and phone requests, responding promptly and appropriately
Determines reasons for requests for cancellations; acts to save accounts
Processes and following up on cancellations requests to carriers to ensure accurate and timely resolution
In absence of Claims Specialist or during catastrophic losses assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status, according to agency procedures
Identifies exposure to loss and recommends appropriate coverages
Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities
Maintains a cordial and effective relationship with clients, co- workers, carriers, vendors and other business contacts
Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance
Interacts with others effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency
Qualification
Required
Proficient and accurate data entry skills required
Intelligence, the ability and willingness to solve problems
Strong math and analytical aptitude
Ability to communicate orally and in writing with others to explain complex issues, receives and interprets complex information, and responds appropriately
Ability to work well with many types of people
Ability to understand written and oral communication, and interpret abstract information
Ability to prioritize work load and handle remote work according to guidelines
Preferred
Property, Casualty Agents License
3-5 years of Customer Service experience
Knowledge of insurance products and usage
Knowledge of insurance markets and reference to markets
Knowledge of insurance rating and underwriting procedures
Familiarity with computer, excel and word processing programs
Company
Starr Mathews Insurance
We are an independent agency servicing North Georgia and Tennessee since 1920.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Joshua Wilson, CPA
Chief Financial Officer
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