Main Street Insurance Group · 3 days ago
Personal Lines Account Manager
North Carolina, United States
Full-time
Hybrid
Mid LevelMain Street Insurance Group is one of the fastest growing trusted independent insurance agencies in the Southeast, offering a comprehensive suite of insurance solutions. The Personal Lines Account Manager is responsible for managing day-to-day maintenance and service of assigned Personal Lines accounts, ensuring high levels of client service, and achieving agency account retention goals through proactive account management.
InsuranceRisk Management
Hiring Manager
Dani Rappenecker
Responsibilities
Supports production efforts by servicing accounts once bound
Utilizes agency service standards in the servicing of accounts
Supports agency sales philosophy by seeking referrals from existing clients, rounding out existing accounts, and cross-selling to other departments
Analyzes client needs, coverage forms, policies, and proposals to identify loss exposure and recommend appropriate coverage solutions
Prepares summaries of insurance, schedules, and proposals as needed
Processes incoming mail, email, faxes, phone calls, and office visits, responding promptly and professionally
Maintains client files within Agency Management System to ensure proper documentation by processing all policies, changes, invoices, proofs of insurance, as well as other service needs, attachments, and activities, in accordance with agency standards and procedures
Follows up on service requests to confirm that the carrier/vendor has accurately processed them
Assists clients with billing questions or concerns and works to bring a resolution to any issues
Reviews coverage and provides information to client inquiries
Assists clients with claims, including submitting first notice of loss, facilitating prompt response from carrier, and following up on claim status in accordance with agency standards and procedures
Performs renewal review and risk exposure analysis to secure proper coverage, incorporating information obtained from client
Maintains control of pre-expiration reports, binders, and aged receivables in accordance with agency guidelines
Determines reasons for cancellation requests; acts to save accounts
Participates in continuing education courses for insurance/service/sales skills
Maintains current knowledge of underwriting requirements of carriers
Keeps current with industry trends by reading appropriate journals and company bulletins
Participates in special projects at management’s request
Other duties as assigned
Qualification
Required
High school graduate; Four-year college degree highly desirable (or comparable work experience)
Must possess an active Property & Casualty license in the state(s) in which business is conducted, or be willing to obtain the license upon being hired
Extensive knowledge of relevant insurance coverage and markets, including sophisticated and less common products represented through MSIG
Thorough knowledge of brokerage operations including claims handling, procedures, rating, agency management systems, and applicable insurance laws
Familiarity with risk assessment and risk management techniques
Proficient with technology and comfortable operating within a paperless environment; excellent automation skills, including Microsoft Windows, Microsoft Office, Agency Management System (Applied Epic strongly preferred), carrier proprietary systems, and softphone systems
Ability to carry out complex tasks with many concrete and abstract variables
Sets priorities and manages workflow to ensure efficient, timely, and accurate completion of tasks within a high pressure, fast-paced environment with significant disruptions
Excellent time management, strong organizational skills, and attention to detail
Interacts with others effectively by utilizing excellent communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the agency
A high degree of self-motivation and self-direction
Maintains professional and effective relationships with clients, coworkers, carriers, vendors, and other business contacts
Understands the core virtues of teamwork and works well within a team environment
Benefits
Competitive compensation plus quarterly bonuses based upon retention
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off and Paid Holidays
Company
Main Street Insurance Group
Main Street Insurance Group provides insurance and risk management solutions.
Founded in 1898
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Chad Flack
Sr. VP of Business Development / Partner
Cooper Flack
VP Benefits/Partner
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