Career Search

Personal Lines Account Manager

FLETCHER, NC
 
System Search, Inc. is seeking a Remote or In Person Account Manager with direct experience with Personal Lines Insurance Accounts for a position in Fletcher, NC. The Account Manager manages the client relationships and strategically assists with technical and complex insurance needs to ensure a high level of client retention.
 
Position Summary:

     

  • Serves as main point of contact for the client. Addresses client questions, provides guidance on appropriate coverage changes and/or contractual requirements, educates client on exclusions and exposures.
  • Assists with the strategic design of insurance plans for clients with little to no supervision.
  • Acts as field underwriter and authorized representative of insurance carriers to determine whether coverage should be bound.
  • Strategically assists in remarketing of renewals to ensure a high level of account retention.
  • Oversees preparation of proposals for client, including, but not limited to submissions, loss evaluations and risk analysis to ensure timely and accurate quotations and policies. Determines and communicates various options for billing and invoicing.
  • Prepares summaries of insurance and schedules. Supports client needs by accurately producing binders, certificates, policies, endorsements and other related items.
  • Stays abreast of industry information, new products, legislation, coverage and technology to continuously improve knowledge, performance and services to clients.

 
Qualifications & Experience:

     

  • 2 Years Personal Lines Account Management experience in an independent agency
  • Property & Casualty License
  • AMS360 Experience Preferred
  • Strong analytical and mathematical skills
  • Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings, and underwriting procedures

 
Other Job Titles considered include Account Executive, Customer Service Representative, CSR, Account Representative, Account Specialist, Account Associate, Client Relationship Manager, Client Engagement Specialist