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Personal Lines Account Manager

Personal Lines Account Manager

World Insurance Associates LLCHamden, CT
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Position Summary

  • This position supports the Account Executive with responsibilities related to client management and retention

Essential Duties and Responsibilities

  • Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurately and on-time
  • Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication
  • Handling renewals, service requests, claims, billing and new policies
  • Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures
  • Review all applications, policies, endorsements and audits for accuracy
  • Complete loss / claim analysis and summaries
  • Coordinate expiration list with department manager to obtain renewal business information

    • Qualifications

  • Bachelor’s degree or equivalent work experience, preferred
  • 3-7 years minimum Personal Lines Account Management experience required
  • Property & Casualty License required
  • Valid driver’s license and insurance, required
  • Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)
  • Applied / Epic or similar agency management software experience, preferred.
  • Able to work independently and enjoy a high degree of interaction with team members.
  • Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines.
  • Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance.
  • The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information.
  • Ability to maintain a professional demeanor and positive attitude
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    Personal Lines Account Manager • Hamden, CT