insurance account manager

Powell & Associates Insurance LLC

Job description:Powell &amp; Associates is seeking a Property &amp; Casualty Commercial Lines Account Manager to help manage our growing book of commercial business. The position is responsible for supporting the producer and serving as the placement liaison for new and existing business.The ideal candidate can navigate a fast-paced environment independently and never wants two days to look the same. We are looking for a driven and detail-oriented individual to support our team and help fuel our continuous growth.Powell &amp; Associates has been family owned and operated since 1970, maintaining the family values that were present from the start and evolving to fit the needs of its team for the future.Role &amp; Responsibilities<ul><li>Help facilitate the management of commercial lines insurance business between clients and carriers for new business, mid-term changes, and renewals.</li><li>Maintain existing clients and identity opportunities for new business</li><li>Negotiating and selling the opportunity to carrier partners, quoting online via carrier rating tools or submitting directly to wholesale partners</li><li>Set priorities and manage workflows within the renewal pipeline with strong organizational skills to ensure efficient, timely, and accurate work against expiration dates</li><li>Completion of marketing summary outlining terms, rates, bind order documents, and carrier responses</li><li>Binding coverage with underwriters and finalizing the marketing process including reviewing insurance documents for accuracy</li></ul>Knowledge, Skills, and Abilities:<ul><li>A minimum of two years of experience in the insurance industry or related field</li><li>Self-starter, that is solutions-oriented with the ability to navigate a workflow across multiple carriers and books of business simultaneously while managing deadlines</li><li>Proficient in Microsoft Word, Excel and Outlook</li><li>Maintain a professional and personable relationship with colleagues and customers both internally and externally</li></ul>What Would Set You Apart:<ul><li>Property &amp; Casualty Insurance License</li><li>2+ years in the commercial insurance field within an independent agency or brokerage</li><li>Experience using Applied Epic agency management system (or similar)</li><li>Preexisting relationships with underwriters, brokers, etc.</li><li>Understanding of the current local/regional insurance landscape including: market trends, pricing practices, and underwriting availability</li></ul>Benefits Include:<ul><li>Paid Vacation &amp; Sick Leave</li><li>Competitive Benefits and Retirement</li><li>Hybrid (or Remote) work available, based on experience and tenure</li><li>Salary is negotiable dependent upon experience and tenure ($50,000 - $90,000)</li></ul>Job Type: Full-timePay: $50,000.00 - $90,000.00 per yearExperience:<ul><li>Customer service: 2 years (Preferred)</li><li>Insurance sales: 2 years (Preferred)</li></ul>License/Certification:<ul><li>Property &amp; Casualty License (Preferred)</li></ul>Work Location: Hybrid remote in Ponchatoula, LA 70454

Commercial Insurance Account Manager

LAWLEY AGENCY, LLC

<div>These are the fundamental components of the job:<ul><li>
Manage an established book of business assigned specifically to you which would include renewals, providing summaries, ordering and issuing binders, certificates, policies, proposals and other insurance documents within designated timelines</li><li>
Conduct consultative conversations with a Commercial client base; establish &amp; maintain carrier and client relationships</li><li>
Obtaining non-marketed renewal quotes from existing carriers, completing renewal processes and handle non-renewal and cancellations for cause; prepare complete marketing submissions on existing clients as needed</li></ul>
Other functions of the job:<ul><li>
Identify cross sell and up-sell opportunities as appropriate</li><li>
Expand and grow in your role when supporting miscellaneous duties as requested</li></ul>
Skills / traits that we value for this role:<ul><li>
Insurance experience in customer service or account management for 3 years or more</li><li>
Property/Casualty License (all lines)</li><li>
Relevant knowledge of insurance products, documents and usages</li><li>
Computers skills are a must! Word, Excel and Outlook. Applied/EPIC experience is preferred</li><li>
Ability to work well independently and on a team</li><li>
Incredible attention to detail and organizational skills</li><li>
Open to continuing education, college degree or equivalent industry designations</li><li>
Positive attitude, even in a fast-paced environment</li><li>
A passion to make customers and coworkers feel important and valued</li><li>
Capability to work quickly and efficiently</li><li>
Methodical, yet swift decision making skills</li><li>
Precise communication skills, even under time constraints</li></ul>
A bit about Lawley!<ul><li>
We are not a call center environment</li><li>
We achieve success by building genuine relationships together, with our teams and clients</li><li>
We are a family owned insurance broker (nearly 70 years!)</li><li>
We are deeply committed to the communities we serve and love to get involved</li><li>
We work hard and play hard!!!</li></ul>
Why Lawley?<ul><li>
Competitive salary and referral bonuses!</li><li>
Expansive Benefits (Medical, Dental, Vision&mdash;and SO many more)</li><li>
3 weeks of PTO (prorated based on start date) AND a generous holiday schedule &ndash; available 1st day!</li><li>
Company 401K contribution received starting Day 1 (for participants 21+ years old)</li><li>
Educational support, career development, and growth opportunities</li><li>
Job Security (we&rsquo;ve never had a lay-off, even during the pandemic)</li><li>
Flexibility, including hybrid schedules! Business hours 8am-4:30pm</li><li>
Comfortable, family-oriented culture, with an emphasis on work life balance</li><li>
Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities)</li><li>
Fulfilling opportunities that align with your career path and our business needs</li></ul> 
The compensation range for this position takes many factors into consideration including but not limited to: years of experience/training, skill set, and licenses/designations. It is not typical for an individual to be hired near the top of the range for a position as circumstances and location can vary in every hiring situation. A reasonable estimate of the current range is $56,750.00 to $101,279.75.</div>

Marsh McLennan

<div><h2 class="jobSectionHeader">Company:
</h2>Marsh McLennan Agency
<h2 class="jobSectionHeader">Description:
</h2>SENIOR ACCOUNT MANAGER
DEPARTMENT: PERSONAL LINES
STATUS: NON-EXEMPT
EMPLOYEE TYPE: FULL TIME
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn&rsquo;t happen overnight. It&rsquo;s a result of hard work by extraordinary people. More than 9,000 of the industry&rsquo;s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Senior Account Manager at Momentous Insurance, A Marsh McLennan Agency.
Momentous Insurance, A Marsh McLennan Agency provides commercial insurance, commercial entertainment, film and tv insurance, employee health &amp; benefits insurance, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 9,000 colleagues and 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world&rsquo;s leading professional services firm, Marsh (NYSE: MRSH).
A day in the life.
As our Senior Account Manager on the Personal Lines team, you&rsquo;ll be responsible for the following:
This is a service position. The primary function of this position is to provide the highest quality service to customers and cross sell within the existing book of business. The Senior Account Manager (SAM) will be the day-to-day liaison between the insurance company (MIB) and designated accounts managed by Account Executives/Sr. Account Executives/Producers. Daily servicing of customers will include addressing various coverage issues, contract analysis, exposure analysis, issuing auto ID cards, handling all the inside service work associated with the client&rsquo;s accounts, including all endorsement activity, routine coverage questions, problem solving, renewal control, preparation of formal proposals, checking and binding policies. The Senior Account Manager (SAM) should have experience in all areas of Personal Lines insurance. As needed the SAM will coordinate with and defer to the Account Executive/Sr. Account Executive/or Producer on strategic account issues and potential problems. The SAM is responsible for the successful fulfillment of Standard Operating Procedures and Guidelines (SOP&rsquo;s).
Our future colleague.
We&rsquo;d love to meet you if your professional track record includes these skills:
<ul><li>Know the underwriting and rating procedure for all types of personal lines policies.
</li><li>Quote new business and renewal options to every client to include:
<ul><li>Higher limits of liability
</li><li>Higher deductible options
</li><li>Earthquake coverage
</li><li>Earthquake deductible buy back coverage
</li><li>Flood coverage
</li><li>Excess flood coverage
</li><li>Increased mold coverage
</li><li>Identity theft coverage
</li><li>Umbrella or excess liability/excess uninsured/underinsured coverage
</li><li>Employment practices liability/board of directors and officers coverage
</li><li>Inland marine coverage
</li><li>Guaranteed replacement cost
</li><li>Equipment breakdown coverage
</li><li>Enhanced auto coverages
</li></ul></li><li>Prepare proposals and applications, submit them to insured&rsquo;s and carriers, obtain client&rsquo;s signature and follow up to ensure timely responses, all in conjunction with AE or Producer.
 </li><li>Prepare and provide to every client a Summary of Insurance once coverage is bound and in effect for new accounts.
</li><li>Immediately update Summary of Insurance for existing clients.
</li><li>Remarket accounts as directed and follow up with AE or Producer
</li><li>Maintain agency EPIC files accurately and consistently documenting conversations in emails and other notes sent to clients, while adhering to all MIB electronic and EPIC procedures.
</li><li>Handle cancellations timely by checking carrier websites or NOC&rsquo;s received via scan, fax or email, legally saving all accounts possible with adherence to E&amp;O guidelines.
</li><li>Prepare and check policies based on SOP&rsquo;s checklist to include preparing letters, invoicing, summaries of insurance, certificates, ID cards, evidence of insurance, binders, etc. Policies must be checked for accuracy and all applicable endorsements.
</li><li>Know and be up to date on the utilization of carrier websites, carrier communications, new coverage options and billing procedures.
</li></ul>These additional qualifications are a plus, but not required to apply:
<ul><li>College Degree preferred (high school diploma is required)
</li><li>Current California Department of Insurance License
</li><li>2-4 years of experience
</li><li>Proficient MS Office Suite (Word, Excel, Outlook)
</li><li>Experience utilizing carrier websites to market and rate new and/or renewal business such as Safeco, Allied, Travelers, Chartis, ACE, Chubb, Fireman&rsquo;s Fund
</li></ul>We know there are excellent candidates who might not check all of these boxes. Don&rsquo;t be shy. If you&rsquo;re close, we&rsquo;d be very interested in meeting you.
Work environment &amp; physical demands.
<ul><li>Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.
</li></ul><ul><li>Work is performed in a typical interior/office work environment.
</li></ul>Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We&rsquo;ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
<ul><li>Generous time off
</li><li>Tuition reimbursement and professional development opportunities
</li><li>Charitable contribution match programs
</li><li>Stock purchase opportunities
</li></ul>To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://www.flipsnack.com/BB9CD8DD75E/limitless-opportunities
Follow us on social media to meet our colleagues and see what makes us tick:
<ul><li>https://www.instagram.com/lifeatmma/
</li><li>https://www.facebook.com/LifeatMMA
</li><li>https://twitter.com/LifeatMMA
</li><li>https://www.linkedin.com/company/marsh-mclennan-agency/
</li></ul>The applicable base salary range for this role is $38,800 to $82,900. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EEO Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#LI-DNI
#LI-remote
#LI-hybrid
#LI-onsite
The applicable base salary range for this role is $54,700 to $101,900.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.</div>

Senior Account Manager - Personal Lines Insurance

<div><h2 class="jobSectionHeader">Company:
</h2><h2 class="jobSectionHeader">Description:
</h2>ACCOUNT MANAGER
DEPARTMENT: COMMERCIAL ENTERTAINMENT
STATUS: NON-EXEMPT
EMPLOYEE TYPE: FULL TIME
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn&rsquo;t happen overnight. It&rsquo;s a result of hard work by extraordinary people. More than 9,000 of the industry&rsquo;s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Account Manager at Momentous Insurance, A Marsh McLennan Agency.
Momentous Insurance, A Marsh McLennan Agency provides commercial insurance, commercial entertainment, film and tv insurance, employee health &amp; benefits insurance, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 9,000 colleagues and 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world&rsquo;s leading professional services firm, Marsh (NYSE: MRSH).
A day in the life.
As our Account Manager on the Commercial Entertainment team, you&rsquo;ll be responsible for the following:
The primary function of this position is to provide the highest quality service to customers and cross sell within the existing book of business. The Account Manager (AM) will be the day-to-day liaison between the insurance company (MIB) and designated accounts managed by Account Executives/Sr. Account Executives/Producers.
Daily servicing of customers will include addressing various coverage issues, contract analysis, exposure analysis, issuing auto ID cards, handling all the inside service work associated with the client&rsquo;s accounts, including all endorsement activity, routine coverage questions, problem solving, renewal control, preparation of formal proposals, checking and binding policies.
The Account Manager (AM) should have experience in all areas of Commercial Entertainment insurance. As needed, the AM will coordinate with and defer to the Account Executive/Sr. Account Executive/or Producer on strategic account issues and potential problems. The AM is responsible for the successful fulfillment of Standard Operating Procedures and Guidelines (SOG&rsquo;s).
Our future colleague.
We&rsquo;d love to meet you if your professional track record includes these skills:
<ul><li>Know the underwriting and rating procedure for all types of personal lines policies.
</li><li>Quote new business and renewal options to every client.
</li><li>Prepare proposals and applications, submit them to insured&rsquo;s and carriers, obtain client&rsquo;s signature and follow up to ensure timely responses, all in conjunction with AE or Producer.
</li><li>Prepare and provide to every client a Summary of Insurance once coverage is bound and in effect for new accounts.
</li><li>Immediately update Summary of Insurance for existing clients.
</li><li>Remarket accounts as directed and follow up with AE or Producer.
</li><li>Maintain agency EPIC files accurately and consistently documenting conversations in emails and other notes sent to clients, while adhering to all MIB electronic and EPIC procedures.
</li><li>Handle cancellations timely by checking carrier websites or NOC&rsquo;s received via scan, fax or email, legally saving all accounts possible with adherence to E&amp;O guidelines.
</li><li>Prepare and check policies based on SOG&rsquo;s checklist to include preparing letters, invoicing, summaries of insurance, certificates, ID cards, evidence of insurance, binders, etc. Policies must be checked for accuracy and all applicable endorsements.
</li><li>Know and be up to date on the utilization of carrier websites, carrier communications, new coverage options, and billing procedures
</li></ul>These additional qualifications are a plus, but not required to apply:
<ul><li>College Degree preferred (high school diploma is required)
</li><li>Current California Department of Insurance License
</li><li>1-2 years of experience
</li><li>Proficient MS Office Suite (Word, Excel, Outlook)
</li><li>Agency Management System (i.e., EPIC, AMS 360) or other paperless insurance management system
</li></ul>We know there are excellent candidates who might not check all of these boxes. Don&rsquo;t be shy. If you&rsquo;re close, we&rsquo;d be very interested in meeting you.
Work environment &amp; physical demands.
<ul><li>Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.
</li></ul><ul><li>Work is performed in a typical interior/office work environment.
</li></ul>Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We&rsquo;ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
<ul><li>Generous time off
</li><li>Tuition reimbursement and professional development opportunities
</li><li>Charitable contribution match programs
</li><li>Stock purchase opportunities
</li></ul>To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://www.flipsnack.com/BB9CD8DD75E/limitless-opportunities
Follow us on social media to meet our colleagues and see what makes us tick:
<ul><li>https://www.instagram.com/lifeatmma/
</li><li>https://www.facebook.com/LifeatMMA
</li><li>https://twitter.com/LifeatMMA
</li><li>https://www.linkedin.com/company/marsh-mclennan-agency/
</li></ul>The applicable base salary range for this role is $42,400 to $90,500. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EEO Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#LI-DNI
#LI-Remote
#LI-hybrid
#LI-onsite
The applicable base salary range for this role is $49,000 to $91,300.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Applications will be accepted until:
May 1, 2026</div>

Account Manager - Commercial Entertainment Insurance

Patra Corporation

<div>About Patra:

Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower costs, reduce risk and improve employee productivity through the transfer of account management and business support functions, such as policy checking, certificate issuance, eligibility processing, quality control and account audits, to operation centers in the US, India, and the Philippines.
Core Duties:
<div>
The Select Account Associate Manager supports the Account Manager (AM) in all aspects of desk management, gradually assuming responsibilities to promote into an Associate Account Manager and then an Account Manager position. Under direction, the Associate supports an agreed upon book of business and utilizes India team to support while adhering to Patra servicing standards. Develop and maintain relationships with clients, carriers, team members, India team and Client Consultants; Manage all aspects of customer service for clients; non-service center and surplus lines; support growth of existing book through account rounding and new business; maintain clients and policies in agency management systems; make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs. The level of employee autonomy increases from junior through senior levels.</div><div> 
</div><div>Patra Core Competencies</div><ul><li>
Knows the Business</li><li>
Leads Others</li><li>
Accountable</li><li>
Team Player</li></ul><div>
Job Duties by Competency</div><div></div><div> 
Knows the Business</div><ul><li>
Check policy discrepancy checklists against policies, endorsements, and applications<ul><li>
Advise AM of any changes needed</li></ul></li><li>
Assist in the renewal process including, but not limited to:<ul><li>
Create applications in agency management system</li><li>
Request renewal changes from insureds</li><li>
Follow up with carrier and/or insureds for pertinent information</li><li>
Request quotes from carriers utilizing proper applications and corresponding documentation</li><li>
Prepare quote presentation and details for AM&rsquo;s review</li><li>
Update Node as directed by AM</li><li>
Prepare binders to be sent to the insured for AM&rsquo;s review</li></ul></li></ul><ul><li>
Activity/task cleanup</li><li>
Send certificate requests to the team</li><li>
Process rush certificates needed under 2 hours</li><li>
Respond to India team questions as directed by AM</li><li>
Filing in document management system</li><li>
Process endorsement requests and inquiries from insureds to carriers</li><li>
Assist with finance quote requests and light accounting</li><li>
Research issues as presented by AM and report back findings</li><li>
Adapt to various insurance carrier rating websites</li><li>
Assist in creating Broker of Record letters as directed by the AM (pre-filling information)</li><li>
Order loss runs from carriers and wholesalers as needed</li><li>
Complete surplus filings with information provided by the AM</li><li>
Maintain a paperless workflow</li><li>
Maintain knowledge of various states insurance guidelines</li><li>
Understand customer challenges and partner to find solutions</li><li>
Special projects as directed by Account Manager or Manager</li><li>
Other duties as assigned</li></ul><div>
Accountable</div><ul><li>
Solve problems quickly and effectively and implement solutions to meet the needs of account manager/client</li><li>
Deliver strong customer service by responding swiftly and managing inquiries, concerns and requests from incoming phone calls, emails, faxes, and mail from account manager/client/team</li><li>
Use analytical and critical thinking in work processes and communication skills</li><li>
Identify and communicate to AM&rsquo;s any areas where efficiencies can be improved as well as various other elements of the department such as increasing revenue</li></ul><div>
Team Player</div><ul><li>
Forge relationships with account managers and insurance carriers</li><li>
Maintain knowledge and understanding of technology-based tools and solutions in support of small commercial lines business
</li><li>Must be detail-oriented</li><li>
Superior organizational skills</li><li>
Self-Starter</li><li>
Excellent verbal and written communication skills</li><li>
Interpersonal Skills: Demonstrates the ability to work well with Patra colleagues and clients and with external organizations</li><li>
Excellent computer/internet/Microsoft skills</li><li>
Excellent time management skills</li></ul><div>
Promotes Culture of Respect &amp; Safety: Demonstrates commitment to personal responsibility and value for safety and respect; communicates concerns; uses and promotes safe respectful behaviors based on training and lessons learned.</div><div></div><div> 
Knowledge, Skills and Abilities</div><ul><li>
1-5 years of Commercial Lines Retail Insurance Experience</li><li>
Possess current and active insurance P&amp;C license</li><li>
Accurate data entry</li><li>
Excellent typing skills</li><li>
Compliance: Subject to and expected to comply with all applicable Patra Corp policies and procedures</li></ul><div>
 Working Conditions</div><ul><li>
Work from home</li><li>
Minimum internet speed of 6 mbps download and 3 mbps upload, no satellite</li><li>
Subject to and expected to comply with all applicable Patra Corp policies and procedures</li></ul><div>
 Physical Requirements*</div><ul><li>
Constantly perform desk-based computer tasks</li><li>
Frequent sitting</li><li>
Occasionally stand/walk, writing by hand, use of telephone, lift/carry/push/pull objects that weigh 11-20 pounds</li><li>
Sort/file paperwork, rarely twist/bend/stoop/squat</li><li>
Consistent with its obligations under the law, the Patra Corp will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.</li></ul>
Equal Employment Opportunity:
<div>
Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.</div></div><div></div>

Associate Account Manager - Commercial Lines

Cross Insurance Agency - Driscoll Agency

Personal Lines Account Manager &ndash; Lewiston, MainePersonal Lines Account Managers are primarily responsible for servicing personal lines insurance policies (new and renewal) while creating and maintaining strong relationships with customers, underwriters and other professionals.The successful Personal Lines Account Manager candidate will be reliable, detail-oriented, have good time management skills, be able to multi-task &amp; prioritize, be a self-starter/be able to work independently and also be able to collaborate well in a team environment.Duties of an Account Manager include but are not limited to:<ul><li>Maintain a Property &amp; Casualty license and keep up with Continuing Education.</li><li>Understand and follow the Cross Basic Procedure Manual.</li><li>Understand and follow the Personal Lines Workflow Manual, using only approved Action Codes in AMS 360.</li><li>Follow up and complete open Suspense items daily.</li><li>Establish &amp; maintain good working relationships with company personnel (teammates, underwriters, marketing representatives and carrier service &amp; claims representatives).</li><li>Provide quality customer service to existing and prospective clients by discussing coverage needs, generating quotes and processing policy changes as needed.</li><li>Develop new business from existing accounts and assigned leads to contribute to meeting departmental production goals and individual sales goals.</li><li>Proactively retain accounts.</li><li>Stay up-to-date on new insurance products and market/industry trends.</li><li>An ability to understand and analyze insurance coverages and policy forms.</li><li>Strong written, oral and phone communication skills.</li><li>Organize, set and maintain priorities.</li><li>Have a working knowledge and/or experience with AMS360, Microsoft Office (Word, Outlook, Teams), and PL Rater.</li><li>Collect payment information, upload payments to various company websites &amp; record activity notes in AMS360.</li><li>Submit loss notices to carriers and follow up for claim acknowledgements.</li><li>Follow up on any &lsquo;Broker of Record&rsquo; letters within your assigned book of business.</li><li>Perform other duties as assigned.</li></ul>Qualifications:<ul><li>High school diploma or equivalent. Higher education or certifications are a plus.</li><li>Prior insurance office or account management experience preferred.</li><li>Must hold your Maine Property &amp; Casualty Producer Resident License, or be willing to obtain it within three months.</li></ul>Position Details:<ul><li>The Personal Lines Account Manager position is a full-time, Monday through Friday position in our Lewiston, Maine office.</li><li>In-office work primarily; occasional remote work may be available under certain circumstances for the well-qualified Account Manager.</li></ul>Compensation: The base hourly rate for this role is $19.00 &ndash;$21.00. Actual compensation will be based on factors including location, skills, experience, and internal equity. Cross Insurance offers a comprehensive benefits package including medical, dental, vision, 401(k) with match, paid time off, and more.Pay: $19.00 - $21.00 per hourBenefits:<ul><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: In person

Personal Lines Account Manager (JR1213)

Leavitt Group

<div>Spotts Insurance Group a Leavitt Group affiliate has been providing insurance protection and peace of mind to our clients since 1993. Their mission is to educate and offer solutions that help clients protect and grow their assets. Spotts Insurance Group takes pride in helping you select a comprehensive insurance package tailored specifically to your business or personal needs.
A Commercial Lines Account Manager works closely with producers and commercial lines managers in providing ongoing support to their commercial accounts. The right candidate has 3-4 or more years of experience working in the insurance industry with commercial clients.
Responsibilities:
Prepare the applications for the submission with underwriting information provided by the Producer.<ul><li>
Daily ongoing relationship with Commercial Lines Manager regarding specific deadlines and on-going projects/tasks</li><li>
Work with the service staff to meet timeline (deadlines)</li><li>
Work with assigned Account Executive on marketing procedures with discussed selected markets</li><li>
Follow up with Markets for quotations</li><li>
Create the proposal under the direction of the Account Executive</li><li>
Create Proposal booklets</li><li>
Check for any discrepancy&rsquo;s b/w submission/quotation/proposal</li><li>
Make any proposal changes and quotations from client meeting with the producer directed by the Account Executive</li><li>
Work with Producer to provide binders of insurance/Get client sign off</li><li>
Certificate issuance</li><li>
Check policies with submission/quotation/proposal</li><li>
Invoice</li><li>
Check endorsements against Account Executive requests</li><li>
Issue auto ID Cards</li></ul>
Requirements:<ul><li>
3-5 years experience with working a small commercial lines book of business.</li></ul><ul><li>Active Property &amp;Casualty license</li><li>Must have strong computer software and in using Microsoft Office i.e. Excel, Word</li></ul><ul><li>
Must have strong oral and written communication skills</li><li>
Must have experience with carrier rating software</li><li>
Experience with the AMS 360 is highly preferred</li></ul>
Benefits<ul><li>
In office / hybrid
</li><li>Paid License renewal and continuing education</li><li>
Attractive Benefits package, including 401k</li><li>
Health Plan, Vision, Dental, FSA, &amp; Life Insurance</li><li>
Paid time off (vacation &amp; sick time)</li><li>
Wellness program</li></ul>
As a national agency broker company, Leavitt Group is in over 250 locations across 28 states.
We are always looking for talented individuals who want to further their career and grow with us.
#LI-DM1</div>

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