Job description

Purpose: The Personal Lines Executive Account Manager is responsible for overseeing an assigned book of business to ensure that each account is properly serviced throughout the year and proposals and policies for renewal are prepared for and presented to clients in a timely fashion. The Personal Lines Executive Account Manager is responsible for reviewing coverage options/forms with the client and making recommendations for additional coverage(s) to best ensure the client’s personal lines polices.

DUTIES:

1. Oversee the monthly renewal lists for all accounts assigned and contact client 45 days prior to policy expiration date to complete a Renewal Phone Survey with the client.

2. Determine if the account needs to be remarketed with another insurance company due to an increase in premium from the current carrier or a need for different or additional coverage(s) based on changes in personal lines policies.

3. Complete a formal offer and recommendations of coverage that is not currently in place to try to insure the client appropriately, for all renewals (remarketed or not). Proposals must be completed a minimum of 30 days prior to policy expiration date.

4. Maintain the management system file for each client.

5. Quote, propose and implement new business.

6. Complete building cost evaluations to determine replacement cost of home.

7. Review all in-coming mail daily and process as needed in a timely manner (usually the same day).

8. Assist clients with phone calls and respond to voicemail messages and emails in a timely manner (usually the same day).

9. File claims for clients and act as a liaison between the insurance company claims adjuster and the client in cases where there are claim disputes as needed.

10. Update all policy information in the management system, Epic on a daily basis and in a timely manner, as needed.

11. Invoice clients for any agency bill policies.

12. Negotiate with insurance company underwriters to obtain the best possible pricing.

13. Check policies for accuracy and send clients their policies.

14. Issuing ID cards for all renewals and as needed or requested by clients.

15. Keep suspense file on all transactions for each client and check daily until completed.

16. Other duties as assigned.

QUALIFICATIONS:

· Minimum 3-5 years personal lines experience in an insurance agency with knowledge in all lines of personal insurance coverages including (but not limited to): auto, home, motorcycle, RV, boat, etc.

· Current TDI General Lines Agent Property & Casualty insurance license.

· Strong communication, organizational and “people” skills. Take charge attitude.

· Computer literate including strong skills in MS Word, Excel, and Outlook.

· Good writing skills.

· Attention to detail and ability to prioritize urgency of work on a file.

· Experience on Applied Epic (preferred) or similar agency management software.

· Must have online rating experience with standard insurance companies and be able to handle all aspects of a client file including but not limited to quoting, renewing the account, endorsements, claims, etc.

Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• San Antonio, TX 78240: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• High school or equivalent (Preferred)

Work Location: One location

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