Personal Lines Account Manager

Reports To: Sam Isner, Operations Manager

Job Classification: full-time (40 hours weekly), non-exempt

Starting Compensation: $37,000-47,000, plus performance bonuses

Primary Role:

Day-to-day maintenance and servicing of assigned Personal Lines accounts, including but not limited to:

• Assist new and existing Personal Insurance clients obtain insurance coverage
• Maintaining a high level of client service and satisfaction
• Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service

Qualifications & Education

• Obtain Ohio Property & Casualty Insurance Licenses within 60 days of hire date (at agency’s expense)
• Two-year associate college degree required; four-year college degree preferred
• Excellent time management, verbal and written communication skills
• High degree of self-motivation and self-direction
• Demonstrated desire for continuous professional improvement
• Demonstrated ability to have fun, contribute to positive company culture, and celebrate success

Duties

• Support sales efforts by preparing quotes in conjunction with agency marketing procedures
• Perform annual review of renewal policies for proper coverage, incorporating information obtained from client
• Maintain client files and ensure proper documentation by processing all policies, endorsement changes, invoices, activities, etc., according to agency procedures, and within agency timelines
• Maintain control of renewal expiration lists and aged receivables in accordance with agency guidelines
• 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:

1. Email your resume to sam.isner@isnerinsurance.com
2. Once you have emailed your resume, let Sam know you've applied by texting him at (614)362-1342