Personal Insurance Account Manager

Job Summary

Seeking a dedicated and professional Personal Insurance Account Manager to join a team. This role involves managing a book of personal insurance business, including standard and high-net-worth accounts (if applicable). The successful candidate will be responsible for servicing, managing, retaining, and growing a high volume of accounts. This position requires an individual with strong organizational skills, excellent communication abilities, and a commitment to providing exceptional client service.

Compensation Package

• Salary Range: $65,000 - $75,000 annually
• Benefits: Comprehensive benefits package offered
• 401(k): Included
• Work Arrangement: Hybrid work available after 90 days of onsite training
• Travel: 5% travel required

Responsibilities

• Manage a book of personal insurance business, ensuring high levels of client satisfaction and retention (minimum 93% retention rate).
• Handle new and renewal account activities, including gathering underwriting information, completing applications, and updating internal management systems (EPIC).
• Review quotes for accuracy, ensure compliance with agency standards, and prepare proposal summaries for clients.
• Ensure all coverages are bound as requested, set up payment plans, and issue binders, ID cards, and certificates as needed.
• Process change requests and endorsements through carrier sites, ensuring accuracy and timeliness.
• Manage client interactions for new claims, assist with claim processing, and provide follow-up support.
• Invoice agency-billed policies and process refunds in a timely manner.
• Maintain accurate and up-to-date client account data in the management system (EPIC).
• Issue Certificates of Insurance as requested by clients or third parties.
• Adhere to company service procedures, standards, and accountability measures, including activity targets, service standards, and compliance metrics.

Qualifications/Requirements

• Active Georgia Property & Casualty Insurance License (verification required).
• Minimum of 2 years of experience in personal lines client support/management.
• Strong communication and organizational skills.
• Proficiency in computer skills, including Level 2 Excel.
• Familiarity with the marketing process and experience with Applied EPIC software.
• Ability to solve complex client problems effectively.
• Demonstrates adaptability, a commitment to lifelong learning, and a willingness to work collaboratively within a team.
• Alignment with company values and a proactive, solution-oriented attitude.

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