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Account Manager I - Personal Lines
Job
Hub International Limited | NLX
Winchester, TN (In Person)
Full-Time
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Job Description
Account Manager I - Personal Lines
SUMMARY:
The Account Manager I is accountable for delivering excellent and efficient service by supporting the Account Manager and day-to-day management of a group of assigned accounts. The Account Manager I has an impact on agency success by assisting in achievement of client retention goals, effectively and consistently providing client service, and fostering a culture of accountability, integrity, trust, respect and teamwork while focusing on continuous improvement. The Account Manager I will function as a mentor to Account Manager Assistants I and II(s), and support Account Manager II and III(s), Account Executive and/or Producers.ESSENTIAL DUTIES AND RESPONSIBILITIES
- Processes cancellations, endorsements, reinstatements; issues certificates of insurance, audits, id cards, Workers Compensation posting notices, and evidence of property as appropriate. Invoices personal account premiums for existing clients consistent with coverages in order to meet carrier requirements and client needs
- Establishes and builds customer relationships; with guidance from Account Manager II, III's and Account Executive when needed, responds to client coverage inquiries, reviews contracts and agreements for insurance coverage compliance
- Sends schedules and applications to insureds for completion and issues policies to clients
- Remarkets renewals with carriers including gathering information and reviewing applications and submissions for accuracy and completeness; negotiates terms, pricing and conditions with carriers
- Collaborates with and supports Producers and Account Executives in marketing business
- Contacts assigned Account Management clients regarding outstanding receivables
REQUIREMENTS
- High School Diploma required, college degree preferred
- 3+ years of experience personal property and casualty client service experience required
- P & C license required; CIC, CISR, or another certificate preferred
- Demonstrate proficiency in computer applications such as Microsoft Office and EPIC or other Account Management Systems
- Firm understanding of coverages and service needs of assigned clients
- Strong basic math skills
- Superior customer service and problem-solving skills with the ability to work in a team environment
- Excellent written and verbal English communications skills required
- Ability to work a regular, full-time work schedule at HUB's facility(s) Department Account Management & Service