Personal Lines Manager

Currently looking for a Personal Lines Account Manager for a local independent insurance agency in Baton Rouge, Louisiana. Interested candidates will be process oriented, organized and have excellent customer service skills.Responsibilities of the Personal Lines Account ManagerProcess and record new insurance policies and claims.Interview clients in order to provide expanded services on product offerings.Process, prepare, and submit forms, such as submitting applications for coverage to insurance carriers to request quotes for new and existing policyholders.Correspond with insured or agent to obtain information or inform them on account status or changes.Organize and work with detailed office records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.Review and verify data, such as age, name, address, principal sum and value of property on insurance applications and policies.Collect initial premiums and issue receipts.Modify, update, and process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.Transcribe data to worksheets and enter data into computer for use in preparing documents and adjusting accounts.Notify insurance agent and accounting department of policy cancellation.Cross-sell additional lines of business for mono-line house accounts.Handle new house account personal lines business including application, quoting, and closing as needed.Performs routine clerical functions including answering telephone, processing mail, scanning, faxing and filingRequirements of the Personal Lines Account Manager2 Years Experience of Personal Lines Account ManagementLife and Health Insurance experience is a plusWorking knowledge and experience with Applied SystemStrong communication skills both verbal and writtenHigh level of proficiency and accuracy with spreadsheets, emails, and databasesAbility to relate to customers and carriers in a professional manner, providing excellent customer service and follow throughPersonal motivation and drive to be a proactive partner to our customers and our service teamsConfident, "go-getter" that can process insurance details in high volume, at a quick paceAbility to multi-task, quickly respond to changing priorities and accurately record data in an electronic environment

Created: 2025-02-20