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Base pay range
$42,532.00/yr - $57,000.00/yr
Position Description
Position Title: Personal Lines Account Manager
Department: BayCoast Insurance LLC
FLEXIBLE WORK PROGRAM ELIGIBILITY CODE: Hybrid Work (HW)
Primary Functions
* Works as a team member to achieve department goals and overall company goals.
* Handles and processes new and renewal personal lines business.
* Provides in-house customer service to clients as assigned and requested.
* Works with producers on new business and renewals.
* May process direct bill daily deposit.
* Supports and incorporates company mission and core values into daily activities.
* Assists the producer on new and renewal marketing and placement.
Major Responsibilities
* Handles a book of business with accuracy and efficiency, reviews accounts, and educates clients about coverage, exclusions, and exposures.
* Conducts annual account reviews.
* Participates in Agency Incentive Plans.
* Monitors renewal process, verifies policies, and remarkets as needed.
* Responds to client and company inquiries regarding insurance, claims, or administrative issues, and refers to the producer when necessary.
* Maintains a suspense system for follow-up on endorsements, policies, and correspondence.
* Maintains electronic and paper files with full policy detail, using the system for notes and diaries.
* Stays current with Agency Management System, policies, procedures, and software.
* Attends relevant meetings related to banking and insurance.
* Sells insurance products and earns commissions.
* Refers opportunities to other bank and company areas, supporting the Bank’s SOLUTIONS commitment.
* Performs additional duties as requested by management.
Qualifications
* Good verbal and written communication skills, with a thorough understanding of personal lines underwriting and coverages.
* Ability to perform multiple tasks accurately in a complex environment.
* Above-average computer skills and experience necessary for independent decision-making.
* Licensed per state requirements.
* Attends educational seminars; some travel may be required.
* Work at any branch location as needed.
Office Equipment/Software Used
* Windows-based desktop computer
* Inter-office network, Internet, email, Agency Management System, Comparative Rating Software, ET File, Salesforce, MVR, credit report, Clue report software/website
* Telephone, fax, copier, printer
Physical/Work Condition Requirements
Performs essential functions, with reasonable accommodations considered. Must be able to sit, talk, hear, lift up to 20 lbs., and work evenings/weekends or travel as needed.
Additional Information
* Seniority level: Entry level
* Employment type: Full-time
* Job function: Sales and Business Development
* Industries: Banking
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