Personal Lines Account Manager
Overview of PositionThis position provides superior service to existing clients, assists the Agent with new business process and builds relationships between the insurance company, Agent and client.
Along with assisting the Agent with new business process, daily tasks will include all areas of general service to existing clients, such as, answer coverage questions, process endorsements, solve billing issues and general problem-solving.
Supplemental Pay Bonus Commission Office Hours Monday to Thursday; 8:
30am - 5pm Friday; 8:
30am - 12:
30pm ResponsibilitiesCan you handle these responsibilities? Specific responsibilities of the Personal Lines Account Manager will include, but not limited to:
Create a Drama-Free work environment Build and maintain relationships with clients and carriers.
Provide consistent, accurate and timely communication to clients through, verbal and written correspondence.
Conduct face to face meetings with clients when needed.
Inform and educate clients about coverage, exclusions and exposures.
Prepare needed documents requested by the client or Agent; binders, certificates, policies and other related items.
Always document and maintain client files in Hawksoft (AMS) accurately; consistently documenting within Hawksoft in a timely manner conversations, actions performed, while following existing procedures.
Notify carrier of incidents and/or claims.
Process daily incoming emails, mail, text messages and phone requests, responding promptly.
Utilize Microsoft Outlook and Teams to maximize daily efficiency.
Know the underwriting and rating procedure for all types of personal lines policies.
Quote and issue personal line policies at Agent's request.
Personal Lines quoting must be done within 1 to 2 business days.
Prepare applications, submit to Client and Carriers; obtain required signatures and follow up to ensure timely responses.
Handle cancellations with care, saving all accounts possible with adherence to E&O guidelines.
Provide support to Agent to with clients and prospects.
Identify cross-sell and upsell opportunities to increase new business growth.
Set priorities and manage workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
Completed required Continuing Education to meet Illinois licensing requirements.
Other duties as assigned.
Qualifications Understanding of personal insurance underwriting and coverage.
Ability to clearly communicate verbally & in writing with clients and carriers.
Keep up-to-date on industry and carrier changes and products.
Proficient in Microsoft Office programs (Word, Excel, Teams & Outlook).
Ability to follow existing processes in detail.
Motivated, organized, prioritize and self-manage work load.
A positive attitude and willingness to help others.
Maintain professional appearance.
Participate in-person or via webinar carrier/vendor training.
Education and/or Experience High school diploma or GED required.
2
years of college a plus.
Minimum 2 years' experience as a Personal Lines Account Manager and currently holding a P&C license required.
Experience Personal Lines Account Manager:
2 years (Required) Hawksoft Software:
(Preferred Not Required) EZLynx:
(Preferred Not Required) Carrier Experience Preferred Not Required:
AAA, Foremost, Hanover, Met, Progressive, Safeco, Travelers Benefits Retirement Paid Vacation & Personal Days Paid Holidays Friday Afternoons Office Closed CE & Licensing Paid Paid Designation Courses This agency is independently owned and operated.
Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency.
All inquiries about employment at this agency should be made directly to the location, and not to the Independent Insurance Agents of Illinois Association.
Compensaci n:
$18.
00 - $22.
00 per hour YOUR FUTURE as an Independent Insurance Agent Starts HereIf you're looking for a career that offers flexibility, job stability, competitive compensation, and more, then you've come to the right place! Working with an independent agency is a great career choice.
Independent insurance agents protect our customers by providing home, auto, business, life and health insurance policies to fit their individual needs.
Independent agencies are not bound to offering products from only one insurance company.
Instead, we can offer customers a choice of policies from a variety of insurance companies to provide the best protection at a competitive price.
The demand for insurance professionals is growing every day! Is this career right for you?This agency is independently owned and operated.
Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency.
All inquiries about employment at this agency should be made directly to the location, and not to the Independent Insurance Agents of Illinois Association.
Recommended Skills Billing Business Processes Claim Processing Microsoft Excel Microsoft Office Microsoft Outlook Estimated Salary: $20 to $28 per hour based on qualifications.
Along with assisting the Agent with new business process, daily tasks will include all areas of general service to existing clients, such as, answer coverage questions, process endorsements, solve billing issues and general problem-solving.
Supplemental Pay Bonus Commission Office Hours Monday to Thursday; 8:
30am - 5pm Friday; 8:
30am - 12:
30pm ResponsibilitiesCan you handle these responsibilities? Specific responsibilities of the Personal Lines Account Manager will include, but not limited to:
Create a Drama-Free work environment Build and maintain relationships with clients and carriers.
Provide consistent, accurate and timely communication to clients through, verbal and written correspondence.
Conduct face to face meetings with clients when needed.
Inform and educate clients about coverage, exclusions and exposures.
Prepare needed documents requested by the client or Agent; binders, certificates, policies and other related items.
Always document and maintain client files in Hawksoft (AMS) accurately; consistently documenting within Hawksoft in a timely manner conversations, actions performed, while following existing procedures.
Notify carrier of incidents and/or claims.
Process daily incoming emails, mail, text messages and phone requests, responding promptly.
Utilize Microsoft Outlook and Teams to maximize daily efficiency.
Know the underwriting and rating procedure for all types of personal lines policies.
Quote and issue personal line policies at Agent's request.
Personal Lines quoting must be done within 1 to 2 business days.
Prepare applications, submit to Client and Carriers; obtain required signatures and follow up to ensure timely responses.
Handle cancellations with care, saving all accounts possible with adherence to E&O guidelines.
Provide support to Agent to with clients and prospects.
Identify cross-sell and upsell opportunities to increase new business growth.
Set priorities and manage workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
Completed required Continuing Education to meet Illinois licensing requirements.
Other duties as assigned.
Qualifications Understanding of personal insurance underwriting and coverage.
Ability to clearly communicate verbally & in writing with clients and carriers.
Keep up-to-date on industry and carrier changes and products.
Proficient in Microsoft Office programs (Word, Excel, Teams & Outlook).
Ability to follow existing processes in detail.
Motivated, organized, prioritize and self-manage work load.
A positive attitude and willingness to help others.
Maintain professional appearance.
Participate in-person or via webinar carrier/vendor training.
Education and/or Experience High school diploma or GED required.
2
years of college a plus.
Minimum 2 years' experience as a Personal Lines Account Manager and currently holding a P&C license required.
Experience Personal Lines Account Manager:
2 years (Required) Hawksoft Software:
(Preferred Not Required) EZLynx:
(Preferred Not Required) Carrier Experience Preferred Not Required:
AAA, Foremost, Hanover, Met, Progressive, Safeco, Travelers Benefits Retirement Paid Vacation & Personal Days Paid Holidays Friday Afternoons Office Closed CE & Licensing Paid Paid Designation Courses This agency is independently owned and operated.
Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency.
All inquiries about employment at this agency should be made directly to the location, and not to the Independent Insurance Agents of Illinois Association.
Compensaci n:
$18.
00 - $22.
00 per hour YOUR FUTURE as an Independent Insurance Agent Starts HereIf you're looking for a career that offers flexibility, job stability, competitive compensation, and more, then you've come to the right place! Working with an independent agency is a great career choice.
Independent insurance agents protect our customers by providing home, auto, business, life and health insurance policies to fit their individual needs.
Independent agencies are not bound to offering products from only one insurance company.
Instead, we can offer customers a choice of policies from a variety of insurance companies to provide the best protection at a competitive price.
The demand for insurance professionals is growing every day! Is this career right for you?This agency is independently owned and operated.
Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency.
All inquiries about employment at this agency should be made directly to the location, and not to the Independent Insurance Agents of Illinois Association.
Recommended Skills Billing Business Processes Claim Processing Microsoft Excel Microsoft Office Microsoft Outlook Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
