Personal Lines Account Manager II
Personal Lines Account Manager II
Have you been searching for that awesome company you can finally call home and retire from? What about that dream job you’ve always wanted where you wake up happy and love what you do and the people you work with every day? Well look no more...BXS Insurance can be that place for you!
At BXS Insurance we are more than just a workplace. We are a company that prides itself on values and the people that we employ. From defined career paths and 1:1 career coaching, to in-office activities and celebrations, BXS Insurance is a place where you can continuously grow as a professional while also having fun with your colleagues.
If interested, please click on this link to apply. https://career8.successfactors.com/sfcareer/jobreqcareer?jobId=177778&company=2203091P
Primary Function: The Personal Lines Account Manager II is responsible for the delivery of exceptional service to our personal lines property and casualty clients. This individual assists the senior servicing staff and/or Producer in managing the client’s exposure to risk and coordinates services for the development, retention and rounding of accounts. Typically reports to a department manager. Typically assigned to mid-sized or moderately complex clients.
Generally functions independently to inform and educate, answer questions, resolve issues, and make decisions regarding the need for the implementation of coverage and modifications to clients’ coverages.
Provides exceptional customer service for assigned accounts, including correspondence and communication with customers, producers and insurance carriers.
Partners with producer(s) and marketing on new/renewal business strategy including the coordination of roles and the obtaining of information.
Markets new and renewal business to appropriate carriers as needed or requested.
Maintains accurate and up-to-date data in agency management system according to agency workflows.
Prepares summaries of insurance, schedules and proposals as needed for account review according to agency workflows.
Verifies new and renewal policies for accuracy in rating, coverages and other relevant information. Inputs transactions to generate billing invoices. Ensures that policies are delivered and/or mailed to client in a timely manner.
Coordinates clients’ needs with the support team regarding the issuance of binders and evidence of property.
Pursues prompt client payment in coordination with the producer. Requests cancellations from the carrier according to agency workflows.
Develops strong positive client relationships by being the point of contact for assigned clients, maintaining open lines of communication, and conducting face-to-face meetings as needed.
Interacts with others effectively and professionally by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency.
Maintains current knowledge of industry trends, new product information, legislation, coverages and technology.
Provides guidance and direction to account associates and less experienced account managers as needed.
Overtime work, as needed.
Other duties as assigned.
College degree preferred, high school diploma or equivalent required
Appropriate active Property & Casualty license required
Generally holds CISR or equivalent designation
Experience and proficiency using Microsoft Word and/or G Suite products including Gmail, Docs word processing, Sheets, and Drive cloud storage
Excellent verbal and written communication skills
Ability to work with numbers including basic calculations
Organizational and time management skills
Ability to work in a team environment
Projects professional appearance and manner
Self-starter with the ability to be flexible
High attention to detail
Typically has up to 3+ years of account management experience
Strong working knowledge of insurance brokerage industry including products, rating, underwriting, coverages and industry operations
Must be able to communicate effectively with clients, producers, carriers and staff
Ability to stand or sit at a workstation during a standard workday
Ability to operate a computer and other office productivity machinery, such as a calculator, copy machine and printer
Ability to move about the office to access office machinery and supplies
Ability to work and meet challenging deadlines and expectations
Job entails meticulous attention to detail
Must perform well with frequent interruptions or distractions
Ability to quickly adjust priorities, focus and direction as circumstances dictates
Job Type : Full-Time
Education Level : High School
Experience Level : Mid to Senior Level
Job Function : Customer Service