Account Manager – Personal Insurance, Coastal Team
The primary focus of this role will be to support our growing Coastal client base as an Account Manager on a book of established and new clients. Your primary responsibilities in this role will be the ongoing, day-to-day management of your book of business, retention of new and renewal clients, maintaining a partnership with the producer(s) to support business development activities while upholding the highest of service standards to our clients. Your duties will include, but are not limited to:
- Managing established book of existing and onboarding of new clients
- Resolving client questions, requests and issues with urgency and enthusiasm
- Cross selling / offering lines of coverage that are not currently written
- Staying abreast of changes in clients’ lifestyle that impact their risk profile and coverages
- Conducting annual reviews of clients’ insurance program
- Marketing and negotiating renewals for existing clients
- Maintaining relationships with multiple insurance company and broker representatives to competitively negotiate and obtain quotes, binders, endorsements, etc.
- Understanding and maintaining local knowledge of carrier appetites for Coastal risks and be proficient in the rating procedures and platforms to support the book of business
- Checking policies for accuracy and preparing client communication for delivery, invoices, summaries of insurance, certificates, ID cards, evidence of insurance, binders, endorsements, etc.
- Utilizing the TAM/Applied system in an accurate and timely manner to meet agency standard operating procedure requirements and client service standards
EXPERIENCE AND EDUCATION
- At least 3 years of recent Personal Lines Account Management experience
- Coastal accounts experience preferred
- Demonstrated success in overall customer service
- High School diploma: undergraduate degree preferred
- Property & Casualty insurance agent’s license required
- Professional designation (CISR/CIC/API/CPRM/CPIA/CRM/CPCU) preferred
- Willingness to continue education is essential
SKILLS AND ABILITIES REQUIRED
Technical: Intermediate to advanced-level proficiency with Microsoft Office Products: Excel, Word, Outlook, and PowerPoint. Applied TAM software proficiency preferred, but not required.
- Ability to work with internal and external clients at all levels
- High level of organization ability
- High degree of self-discipline and motivation
- Ability to follow processes and procedures and help develop new processes and procedures to help the agency become more efficient
- Solution driven problem-solving skills and proven analytical skills
- Must be detail-oriented, with the ability to plan, manage expiration lists and related priorities
- Must possess the ability to work independently, applying education and professional experience to achieve outstanding results
- Demonstrates highest level technical and cognitive abilities to ensure accuracy, precision, and the highest level of client service through solutions
- Team player with a strong work ethic
- Effective, professional verbal and written communication skills
- Demonstrates considerable tact, diplomacy, discretion, and judgment with ability to build and maintain effective interpersonal relationships
- High level of maturity and stability with an “optimistic” approach
- A self-starter with an entrepreneurial approach and hands-on experience