Account Manager Personal Lines
Danville, PA, United States
Job Description
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Associated Insurance Management (AIM) is proudly located in Danville PA and has been faithfully serving the community with all personal lines insurance needs including, home, auto, and more. A pioneering small independent agency, AIM has an exciting and rewarding opportunity as a Personal Lines Account Manager. Position Summary-The Account Manager serves as the primary business contact for the client providing customer service to accounts as well as representing client needs and goals within the organization. PRIMARY ROLE: Day-to-day maintenance and servicing of assigned Personal Lines accounts, Including but not limited to:
- Maintaining a high level of client service and satisfaction
- Marketing & placement of renewal accounts as appropriate
- Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service
- Support Producers sales efforts by handling accounts once bound
- Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client
- Maintain client files and insure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines
- Maintain control of renewal expiration lists, binders, and any aged receivables in accordance with agency guidelines.
- Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines
- Appropriate State license(s). Minimum 3 years insurance brokerage or equivalent experience.
- Extensive knowledge of all lines of personal insurance.
- Thorough knowledge of brokerage operations including claims handling, procedures, personal lines rating, agency management system.
- Experience in operating in electronic environment; excellent automation skills, Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems
- Excellent time management, organizational and verbal and written communication skills
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Job Detail
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Job IdJD4384472
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationDanville, PA, United States
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EducationNot mentioned