Relation Insurance
Insurance
AccountManagerPersonalLines
“Account Manager - Personal Lines at Relation Insurance. Skills: Account Management, Personal Lines Coverage, Client Relationship Management. Manage client relationships. Provide strategic advice on coverage”
What You'll Achieve.
High account retention rates
Industry & Context.
analytical skills; mathematical skills; Quickly identifies and resolves complex client service issues
valid driver’s license, ability to travel to client sites, reliable source of transportation
What They're Looking For.
Must Have
Property and Casualty License from state of domicile, High School Diploma or equivalent, Minimum 5 years account management experience in the insurance industry with a focus on personal lines of coverage, analytical and mathematical skills, PowerPoint and presentation skills, In-depth understanding of advanced personal lines of coverage, Excellent written and verbal communications skills, Proficient skills in Microsoft Office (Excel and Word), computer literate with the ability to learn new software applications, Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures, valid driver’s license, ability to travel to client sites, reliable source of transportation
Nice to Have
insurance designations (e.g. AINS, CIC, CPCU, ARM), Four-year degree, Bilingual (Spanish/English)
What You'll Do.
Manage client relationships
Provide strategic advice on coverage
Advise on business needs
Ensure insurance program aligns with goals
Stay knowledgeable of insurance advances
Stay abreast of insurance products
Serve as main point of contact for clients
Address client inquiries
Provide guidance on coverage changes
Educate clients on policy exclusions
Partner in strategic development of insurance plans
Act as field underwriter
Assess and bind coverage
Manage remarketing of renewals
Oversee preparation of client proposals
Ensure timely quotations
Ensure accurate policies
Communicate billing options
Communicate invoicing options
Prepare insurance summaries
Prepare insurance schedules
Assist clients in submitting claims
Arrange claims visits
Facilitate carrier response
Expedite claim settlements
Conduct policy reviews
Execute necessary corrections
Communicate audit discrepancies
Determine further action
Review cancellation requests
Determine cancellation reasons
Attempt to retain client accounts
Maintain company's financial integrity
Stay informed about industry developments
Stay informed about new products
Stay informed about legislation
Stay informed about coverage options
Stay informed about technological advancements
Enhance client services
Recommend process improvements
Identify client service issues
Resolve client service issues
Adopt innovative technology
Deliver best-in-class client service
Perform other projects
How You'll Work.
Communication Scope
Excellent written and verbal communications skills
Applying for this Account Manager - Personal Lines role?
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