Sr. Personal Lines Account Manager
Reports To: Sam Isner, Operations Manager
Job Classification: full-time salaried, exempt
Starting Annual Compensation: $50,000-57,000
Primary Role:
Day-to-day maintenance and servicing of assigned Personal Lines accounts, including but not limited to:
- Marketing & placement of PL new business and renewal accounts
- Maintaining a high level of client service and satisfaction on assigned accounts
- Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service
Qualifications & Education
- Ohio Property & Casualty licenses
- Minimum 3 years insurance brokerage or equivalent experience
- Completion of CISR/PLCS or ACSR designation; currently enrolled in ARM, AU, or CPCU program
- Two-year associate college degree required; four-year college degree preferred
- Extensive knowledge of all lines of personal insurance, including sophisticated and less common coverages, especially those products represented through agency
- Thorough knowledge of agency operations including claims handling, procedures, personal lines rating, agency management system, and applicable insurance laws/codes
- Experience and expertise in operating in electronic environment; excellent automation skills, including AMS, Outlook, Word, Excel, writable software, e-signature, file-sharing software, carrier proprietary systems, and phone system
- Familiarity with risk assessment and risk management techniques
- Excellent time management, organizational and verbal and written communication skills
- High degree of self-motivation and self-direction
Duties
- Recommend and implement improvements to PL department
- Review and update agency’s PL processes and procedures
- Placement of inbound new business opportunities
- Perform annual review of renewal policies for proper coverage, incorporating information obtained from client
- Maintain AMS client files and ensure proper documentation by processing all policies, endorsement changes, audits, invoices, E&S binders, documentation, activities, etc., according to agency procedures, and within agency timelines
- Respond to client inquiries, company requests, and all incoming communications in accordance with agency guidelines
- Participate in courses for insurance/sales skills
- Maintain current knowledge of carrier underwriting requirements
- Remain current with industry trends by reading appropriate journals and company bulletins
- Participate in any special projects at management’s request
If you would like to apply for this position:
- Email your resume to sam.isner@isnerinsurance.com
- Once you have emailed your resume, let Sam know you’ve applied by texting him at (614)362-1342