Personal Insurance Account Manager

Job Position

Responsibilities include but are not limited to :

• Service a book of business representing approximately $2-3M premium.
• Analysis of policy forms, prepares coverage comparisons, identifying exposures, making appropriate recommendations to clients and assisting clients with understanding of policy coverages.
• Renew all assigned policies to ensure they are issued on a timely basis and in accordance with prescribed workflows. This includes detailed documentation in Epic system.
• Monitor reports on Epic (agency answer) as assigned by Dept Manager.
• Develop and maintain relationship with assigned clients, handling all servicing requests.
• Direct and frequent involvement and negotiations with insurance company underwriters.
• May involve training of other staff members as well as participation in training of new employees.
• Reliance on industry experience and judgement to plan and assist in accomplishing department goals as set by department manager and senior management.