Personal Lines Account Manger

Account Manager

The Account Manager will be primarily responsible for the ongoing management of commercial clients, retention of new and renewal clients, and maintaining a partnership with the producer / agent to support clients and insurance carrier relationships. Account managers are responsible for managing the relationship between the insurance company and the client. They work with a variety of individuals and businesses to help clients find the right coverage for the best price.

Personal Lines Account Manager Job Duties

• Advise clients on any coverage, billing, and claims questions as it pertains to their insurance program
• Prepare, complete, and submit applications to insurance carriers; develop proposals and provide technical support in coordination with Producer(s) / Agent(s)
• Responsible for follow-up with carriers and clients on various insurance needs
• Review policies, endorsements, and all documentation for accuracy and quality standards
• Assist clients with coverage changes, binders, and endorsements
• Responsible for existing client account review and renewal process including client contacts, remarketing, proposals, and any correspondence
• Actively seek referrals from current clients and utilizes Applied Epic System to generate new business or cross sell new lines of coverage
• Manage non-renewals and cancellation requests to retain business where appropriate
• Update policy changes on clients' accounts in our system and advise insurance companies of these changes
• Consult with clients to help process quotes and issue renewals or any updates needed to current policies
• Gather all documentation needed from the client for reporting a claim to the insurance company
• Meet regularly with agents and staff to keep up with industry standards, insurance products / coverages, and carrier changes
• Work closely with insurance company underwriters, sales representatives, and account executives
• Pre-qualify and analyze prospective business clients according to agency standards
• Negotiate with insurance carriers to obtain competitive rates for clients

Personal Lines Insurance Account Manager Qualifications

Agency Location : San Antonio, Texas

This is a remote position.

Compensation : $50,000.00 - $70,000.00 per year