Job Description

Job Title: Personal Lines Account Manager
Location Options: Shillington, PA Nazareth, PA Allentown, PA

Worksite Arrangement: Onsite

Compensation: $65,000-70,000 Annually

Job Summary:
The Personal Lines Account Manager will be responsible for managing existing client policies, processing renewals and rewrites, and providing exemplary customer service. This position will require the ability to market cross-sell and up-sell insurance products, educate clients on coverage options, and maintain accurate and up-to-date records in the agency management system. The ideal candidate will possess a solid understanding of personal lines underwriting, strong communication skills, and a keen attention to detail.

Key Responsibilities:

• Client Management & Service:

  • Handle existing client processes, including renewals and rewrites.
  • Provide in-house customer service and respond to client inquiries regarding insurance policies, claims, and coverage.

• Cross-Selling & Up-Selling:

  • Market existing business for cross-sells and up-sells, transferring cross-sell opportunities to the Personal Insurance Producer.
  • Educate clients on coverage options, technology tools, and the ease of doing business with the agency.

• Policy & Documentation Management:

  • Input customer applications into the agency management system from carrier rating applications and manually entered policies (99% of policies are downloaded via IVANS).
  • Assemble required documentation such as applications, photos, and appraisals for submission to insurance carriers for policy issuance, and document in AMS360 activity.
  • Ensure new and renewal policies are accurate in terms of rating, key-entry, coverage, and signatures. Ensure timely delivery or mailing of policies to clients.

• Renewal Process & Pricing Adjustments:

  • Monitor renewal process, verifying that policies are renewed, rewritten, or updated in AMS360.
  • For renewals showing a price increase of 15% or more, research alternative savings options, such as discounts, deductible adjustments, or rewrites.

• Client Communication & Follow-Up:

  • Receive and respond to client calls regarding insurance, claims, evidence of insurance, or policy issues.
  • Maintain and update the client suspense system, following up on outstanding orders, reports, and correspondence.

• Carrier Interfacing & Correspondence:

  • Manage carrier relationships and ensure compliance with agency standards.
  • Handle routine correspondence between carriers, the agency, and insured clients.
  • Process mail daily, scanning and documenting activities, and reaching out to clients as necessary.

• Claims & Documentation Maintenance:

  • Provide new claims clients with adjuster contact information through email or postcard.
  • Review daily company downloads, updating descriptions for policy changes, cancellations, and other adjustments.

• Special Projects & Ad-Hoc Duties:

  • Perform special projects as assigned by management.
  • Maintain electronic files in an orderly and up-to-date manner, labeling attachments according to the Personal Lines Process Manual.
  • Ensure adherence to agency E&O (Errors and Omissions) guidelines.

Qualifications:

• Experience & Skills:

  • Minimum of 2 years' experience in a similar personal lines insurance position is desirable.
  • Must be licensed according to state requirements.
  • Strong communication skills, both verbal and written.
  • Ability to understand personal lines underwriting and coverage.
  • Previous experience with AMS360 and Microsoft Outlook is a plus.

• Technical Skills & Attention to Detail:

  • Proficiency in computer applications and accurate data entry is essential.
  • Ability to handle multiple tasks, prioritize effectively, and maintain attention to detail.

Compensation & Benefits:
Competitive salary based on experience, with opportunities for performance-based incentives and a comprehensive benefits package.

Upon completing the application, you will be prompted to complete our HAALO assessment. HAALO is simply a way for us to understand your preferences, behaviors, and work styles. The assessment is a required step to complete this application.

By submitting an application to Avenica, you are agreeing to be contacted via SMS text messages and email.

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