Insurance Account Manager - Personal Lines

Job Summary

The Personal Lines Account Manager assists in the production of new accounts and the retention of existing accounts. This individual is part of the Personal Lines team and provides prompt, efficient, and high-quality service to customers in support of producer/agency activities.

Key Accountabilities

Take initiative and strive to perform beyond VTC customers’ (external & internal) expectations

Communicate and deliver the value that VTC brings to even the most challenging customers

Build and maintain the highest degree of relationships between customer, Producer, agency, and company personnel

Foster effective working relationships within the team, with Producers, and across agency locations and departments ensuring the overall success of the agency

Enable growth of agency revenue by securing new business through referrals, cross-selling, and up-selling

Retain existing customers by performing stewardship initiatives implemented by Personal Lines Manager to deliver an exceptional customer experience

Essential Duties

• Maintain knowledge of new developments or changes with carriers and new federal/state laws that may affect our customers’ insurance programs.
• Responsible for direct handling of existing accounts, responding to time sensitive needs with urgency and the highest degree of care.
• Market new and renewal accounts with top carriers to secure quotes and place insurance.
• Research and analyze data contributing to the development and enhancement of a customer’s insurance program and recommend the appropriate coverage.
• Process service requests (policy changes, certificates of insurance, billing, etc.) and prepare/modify documents (correspondence, reports, memos, emails, etc.), delivering the highest quality to customers.
• Perform data entry functions in agency management system and/or specific rating and underwriting systems ensuring accuracy.
• Prioritize projects, possess attention to detail, achieve service standards, and meet deadlines.
• Effectively underwrite and place Personal Lines coverage for Producers in the office and act as a resource as necessary.
• Responsible for following procedures and unified processes, constantly achieving positive outcomes for both internal personnel and external customers alike, ensuring extraordinary customer satisfaction and utmost departmental efficiency.
• Secure and properly handle all private/sensitive agency and customer information (medical, social security numbers, drivers’ licenses, financials, etc.) at all times.
• Maintain compliance with all company policies.
• Pursue a program for professional and personal development.
• Perform other related duties as directed to meet the ongoing needs of the organization.

Experience & Qualifications

2+ years of Personal Lines Account Manager experience

Property & Casualty License required

Professional Designations encouraged

Solid knowledge of all Personal Lines products

Excellent organization, planning, and prioritization skills

High level of computer proficiency

Work equally well independently and as a team

Excellent written and verbal communication skills

Strong analytical, problem-solving, and judgment skills

Self-starter and results-oriented team player with a constant focus on improving processes

Ability to work efficiently with little direction in a fast-paced environment

Working knowledge of AMS360 account management system is preferred

Pay: $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

License/Certification:

• Property & Casualty License (Required)

Work Location: In person