Personal LInes Account Manager
Job Title: Personal Lines Account Manager (Customer Service Representative)
Reports To: Personal Lines Manager
The Personal Lines Account Manager maintains an alpha split within a Customer Service team. The primary responsibility is to answer coverage and billing questions, make changes and write new policies for the clients who call or visit the agency.
Good communication skills are essential
Maintains self-control in difficult situations
Resolves issues that require judgment based on company guidelines
Initiates changes and corrections based on customer requests
Works with company underwriters to find solutions to many challenges
Quotes and writes new business for all Personal Lines
Assists other members of the department, including Producers
Review accounts to offer the best coverage available for clients and round out accounts
Education: 4 year degree preferred. MA Producers license required.
Experience: Two years Personal Lines experience in an agency or company customer service department. General insurance knowledge of billing, claims and underwriting.
Skills: Ability to communicate in a clear, courteous and professional manner
Familiar with an Agency Management System, preferably AMS360
Proficiency with carrier web portals, MS Office products.
Equipment to be used
Computer, Telephone/Headset, Fax, Printer, Scanner, Insurance Manuals and Publications
Typical Physical Demands / Working Conditions
The majority of the day is working at a desk using a computer in a professional office setting.
Typical Mental Demands
Ability to problem solve, work with others and manage time efficiently.