Personal Lines Account Manager

Currently seeking an Personal Lines Account Manager for a temp to hire opportunity with an Insurance Brokerage servicing Santa Monica and most of Southern California. The ideal candidate will possess Personal Lines Account Management experience and a Property and Casualty Insurance license.

Responsibilities of the Personal Lines Account Manager

• Provides support and assistance for the development of new business.
• Initiates renewal process and may participate in account marketing in conjunction with Producer or others.
• Direct and scheduled personal interface with clients at their offices as required.
• Participates in stewardship and renewal strategy meetings.
• Prepares submissions, including loss runs, and proposals for new business or renewals including binding, invoicing and other documentation and prepares correspondence and insurance schedules
• Reviews insurance policies and endorsements for accuracy, and reviews certificate requests, prepares appropriate documents, and directs the certificate of insurance process.
• Manages end-to-end process in Sagitta system.
• Utilizes web-based and other systems to rate, research, and perform carrier inquiries.
• Provides support during claim process.
• Performs receivable/collection activities, including cancellations and reinstatements.
• Directs workflow and collaborates other team members.
• Ensures that all Company policies and procedures are adhered to and adequately documented.
• Complies with all regulatory insurance requirements.
• Perform all other reasonable duties that relate to the job as assigned.

Requirements of the Personal Lines Account Manager

• Personal Lines Account Management experience
• Online rating/quoting experience with multiple carriers
• Understanding of Home, Auto, Renters, Umbrella and other Personal Lines policies.
• Experience working with mid-market carriers - Ex: Travelers, Safeco, Hartford, etc.
• Agency management systems experience required; Sagitta system desirable along with Ease Central
• Property & Casualty Insurance License required. Other insurance designations desirable.
• Computer Savvy
• Comfortable with Up-selling/Cross-selling to current clients
• Strong oral and written communication skills, ability to interface with demanding clients
• Proficiency in Microsoft Office applications; Outlook, Excel, Word
• Strong organizational skills, accuracy and attention to details
• Client-focused
• Integrity and a Passion for Excellence
• Works Collaboratively

Compensation for the Personal Lines Account Manager

• Starting annual salary is $45,000 to $60,000, based on experience
• Hours: 8:30 am - 5:00 pm Monday – Friday (37.5 hour work week)

Job Type: Full-time

Salary: $45,000.00 to $60,000.00 /year