Note: The job is a remote job and is open to candidates in USA. Robertson Ryan Insurance is recognized nationally as a Top Workplace and a leading insurance agency. The Personal Lines Account Manager will be responsible for managing accounts, providing exceptional customer service, and ensuring client needs are met through effective communication and problem-solving.
Responsibilities
- Communicate and identify opportunities to promote and enhance coverage based on the client’s needs
- Handle customer service and items relating to coverages, claims, certificates and accounting/billing
- Provide billing support to customers
- Understand complex exposures including specialty product lines
- Organize and prioritize workflows for assigned book(s) of business
- Distribute quotes to prospective customers and current customers with follow up to answer questions
- Prepare applications, proposals and marketing items for existing and new business
- Bind all personal lines business including sending all documents and completing e-signatures
- Maintain accuracy in agency management system, quoting system, and carrier systems
- Input data into appropriate software for vendors/carriers/clients within required timeframe
- Assist clients with making coverage changes and complete all service requests for clients
- Ensure that client issues are efficiently handled with resolution
- Establish and preserve a solid business rapport with clients
- Additional office projects, as needed
Skills
- Experience handling Personal Lines Insurance, minimum 3-5 years (Required) - understanding state insurance laws, licensing requirements, and ethical standards governing insurance transactions
- Must be willing to learn the insurance industry technology management systems
- Ability to operate various computer programs (Microsoft Office Suite, Google Suite, etc.)
- Previous experience managing own book of business
- Communication Skills: Effective communication skills, both verbal and written, are required for Personal Lines Account Managers to interact with clients, producers, and company personnel
- Ability to prioritize and handle multiple tasks independently
- Current Property & Casualty Insurance License (Required)
- Applied Epic experience
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