Account Manager, Personal Lines

The Account Manager, Personal Lines position is crucial to the day-to-day operations and long-term goals of the Personal Lines Department. The Account Manager provides daily support to the Personal Lines Advisors and Clients. From servicing accounts, to processing claims, to retaining Personal insurance accounts and providing excellent customer service, the Account Manager’s responsibilities are equally varied and vital. A strong work ethic, ability to take on multiple responsibilities, and knowledge of agency procedures and standards are a must! This role directly impacts the revenue, service and customer experience goals of the organization.

• Attend meetings, seminars and programs to learn about new products and services, learn new skills and receive technical assistance in developing new customers.
• Perform other duties as assigned.

• Prefer bachelor’s degree, or an associate’s degree or equivalent, from two-year college or technical school
• High school diploma or equivalent is required
• Prefer a minimum of five years related industry experience and/or training
• Maintain a current Indiana Property & Casualty insurance license

• Proficient in Microsoft Office suite of products and Adobe Acrobat
• Good understanding of all lines of personal insurance coverage
• Understanding of contracts, carrier products, coverage forms, and underwriting guidelines
• Ability to read, analyze, and interpret industry policies and contract documents
• Ability to respond to common inquiries or complaints from customers or carriers
• Ability to write and prepare proposals for presentation and review
• Ability to effectively present information to insureds and carriers
• Ability to apply basic mathematical concepts such as percentages, addition, subtraction, multiplication and division
• Ability to think independently and critically
• Ability to define problems, collect data, establish facts, and draw valid conclusions
• Ability to handle complex accounts
• Excellent oral and written communication skills
• Ability to perform duties in a high-pressured, fast-paced environment
• High degree of organizational skills
• Initiative and attention to detail
• Ability to prioritize and remain flexible
• Professional telephone skills and etiquette
• Self-motivated and able to work both independently with limited supervision and within a team