Personal Account Manager

📋 Description

• Manage daily service requests, including endorsements, cancellations, reinstatements, and coverage verifications.

• Ensure accurate record-keeping in the agency management system (e.g., AMS360), maintaining up-to-date documentation and activity logs.

• Generate certificates of insurance, ID cards, evidence of insurance, and other related policy documents.

• Analyze upcoming renewals for changes in rates, risks, and retention strategies.

• Engage proactively with clients to confirm their needs and resolve any concerns prior to renewal.

• Collaborate with producers on remarketing strategies and policy reviews.

• Obtain comparative quotes from multiple carriers when suitable.

• Recognize opportunities for bundling, discounts, or enhanced coverage options.

• Support quoting for cross-sold or newly introduced policies (e.g., umbrella, valuables, secondary homes).

• Serve as the primary contact for assigned clients, delivering responsive and courteous service.

• Professionally manage incoming calls, emails, and client inquiries with empathy.

• Assist clients with billing inquiries, claims processes, or coverage clarifications as necessary.

• Operate effectively within carrier portals, underwriting platforms, and comparative raters.

• Stay informed about carrier appetite, underwriting standards, and operational procedures.

• Work collaboratively with team members to distribute workload, support inter-branch requirements, and maintain team standards.

⛳️ Requirements

• Previous experience in a personal lines insurance servicing position.

• Knowledge of coastal risks and relevant underwriting guidelines.

• Valid Property & Casualty license.

• Proficient in using agency management systems (preferably AMS360) and carrier portals.

• Excellent communication, problem-solving, and organizational abilities.

• Capability to work independently as well as within a cooperative team environment.

• Strong attention to detail and a dedication to client satisfaction.

🏝️ Benefits

• Competitive salary based on experience.

• Optional new sales commission opportunities.

• Quarterly bonus potential.

• Medical, Dental, and Vision Insurance.

• HSA and FSA with employer contributions.

• 401(k) plan with employer matching.

• Paid Time Off and Paid Holidays.

• Company-paid Life and Short-Term Disability Insurance.

• Optional Long-Term Disability and Supplemental Life Insurance.

• Opportunities for training, certification, and career advancement.