Personal Lines Insurance Account Manager
Choice Financial Group - virginia beach, VA
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CHOICE FINANCIAL GROUP LLC is an EEO employer - M/F/Vets/Disabled Position Description: Choice Financial Group LLC is one of the fastest-growing companies in our industry as identified by Inc 5000. We seek a highly driven, ethical, knowledgeable, and organized PersonalLines Account Manager to join our growing team. If you are motivated byinteracting with people and passionate about unlimited opportunities, Choice may be the perfect company. In this position, you will be themain contact for clients. You will establish, maintain, and enhanceclient relationships to resolve issues and retain customers. Meets servicedelivery standards and performs essential functions to the quality andservice standards developed by our agency. Experience with mid-sized tolarge market accounts is desired. Primary Responsibilities & Essential Functions: Work efficiently with agency producers to assemble, market, and place coveragefor new clients. Assistsclients with coverage; uses each contact with the client as an opportunity toreview the whole account Preparesproposals and completes applications in coordination with producers; submitsapplications to eligible and appropriate carriers; obtains client signatures onall applications; follows up to ensure timely receipt of quotations andpolicies. Reviewcurrent policy information with clients and make coverage recommendations ProcessInsured policy change requests Follow up toensure the accuracy of endorsements processed by the carrier Underwrite,rewrite, re-quote, reinstate, and cancel existing policies on behalf of theinsured Obtain allunderwriting information and/or any trailing documentation from the client onbehalf of the carrier Notate allinteractions with Insureds in the agency-client management system ProcessInsured payments and review billing accounts with insureds Maintainclient files in the client management system Furnishclients with requests for proof of insurance (certificates of insurance,binders, policies, endorsements, ID cards, declaration pages, and evidence ofcommercial property forms) Deliverclient correspondence via Email/USPS Experience and Additional Competencies: 2+ years'experience as a Personal Lines Service Agent or Account Manager Active Personal Lines License Experiencewith Mid-Size to Large market accounts Advancedknowledge of rating procedures, coverages, and industry operations to manage, maintain, and write assigned client and prospect lists effectively. Proficientwith Microsoft Office - Outlook, Word, Excel Knowledge ofor willing to learn EPIC system Fullknowledge of insurance products and usages. Ability toutilize computer programs and understand functionality. Workingknowledge of all Personal Lines insurance, insurance agency operations, coverage,applications, rates, markets, and applicable insurance laws/codes/regulations. Exceptionalinterpersonal skills Friendly and professional demeanor Education: High School Diploma required, Associate or Bachelor degree for Advancement Job Applicant Must Exhibit the Following Skills: Ability to communicate orally and in writing with others to explain complex issues. Ability to receive and interpret complex information and respond appropriately. Thorough, and detail-oriented to manage multiple clients, tasks, and requests Ability to add, subtract, multiply, and divide whole numbers and to accurately perform simple calculations involving decimals and fractions. Professional, committed, and self-motivated, with the ability to focus on daily tasks Self-Starter Motivated and willing to learn Team Player Organized Benefits: Commission & Bonus Remote work eligibility after probationary period Employee Health Benefits (medical, dental, vision) 401K Retirement Plan Employer-paid Group Life Insurance. Paid time off Paid holidays Paid Bereavement Gym membership reimbursement Employee Referral Bonus Please visit our careers page to see more job opportunities.
Created: 2024-09-17