Personal Lines Account Manager Position Available In Shelby, Tennessee
Tallo's Job Summary: The Personal Lines Account Manager position at Higginbotham in Memphis, TN involves managing insurance business, marketing, and maintaining client accounts. Responsibilities include assisting with policies, renewals, and client education. The ideal candidate should have 3-5 years of experience, active General Lines or Property & Casualty License, and proficiency in Microsoft Office.
Job Description
Personal Lines Account Manager Higginbotham Memphis, TN 38117
Position Summary:
The Personal Lines Insurance Account Manager will be responsible for managing a book of insurance business, marketing new and renewal business, and rounding out client accounts. In addition to client relationships, an Account Manager also maintains positive relationships with internal and external stakeholders.
Essential Tasks:
Assisting the Personal Lines Sales Producer in maintaining the client’s insurance policies Preparing endorsements to send to the insurance carriers Assisting with cancellations of policies Educates clients about coverages and make recommendations as needed to meet client insurance needs Handles renewals and remarkets as needed. Develop proposals and may present to clients. Handles or refers insured’s questions or delegates to appropriate team member Actively refers clients to Benefits and Commercial Lines departments for solicitation of new business Maintains detailed customer records in the agency management systems (Applied EPIC and CSR 24) Maintains healthy working relationship with underwriters, carriers and other stakeholders On occasion, may work with Accounting Department to reconcile accounting discrepancies Keeps informed regarding industry information, new product information, coverages, and technology to continuously improve knowledge and stay current
Core Competencies:
Ability to
Analyze and Solve Problems:
Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner Attention to
Detail:
A strong focus on completing tasks and projects accurately and thoroughly
Communication Skills:
Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
Timely Task Completion:
Ability to finish tasks and projects efficiently, managing resources and priorities effectively
Team Collaboration:
Willingness to work together with others, promoting teamwork and supporting shared goals
Client Focus:
Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
Dependability:
Acknowledgment of the importance of being present and punctual.
Creative Thinking:
Openness to suggesting new ideas and methods to improve processes and outcome
Organizational Skills:
Capability to prioritize tasks and manage multiple projects simultaneously
Adaptability:
Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment
Experience and Education:
3-5 years of Personal Line Insurance experience required
Licensing and Credentials:
Active General Lines or Property & Casualty License required Designations preferred (i.e.
CISR, CIC, CPRIA
)
Systems:
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable
Physical Requirements:
Ability to lift 25 pounds Repeated use of sight to read documents and computer screens Repeated use of hearing and speech to communicate on telephone and in person Repetitive hand movements, such as keyboarding, writing, 10-key Walking, bending, sitting, reaching and stretching in all directions Licenses & Certifications Preferred INS Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
