Personal Lines Account Manager

Job description

This position represents Bell Insurance in a professional and courteous manner, providing prompt, efficient and accurate services to our customers, agents and insurance carriers with established policies and procedures. Primary Duties: - Enter and maintain accurate policy information in EPIC for all client servicing, processing transactions, and documentation. - Review new business, renewals and endorsements to insure items are accurate as ordered. - Respond to client inquiries, advisor and carrier requests on a timely and professional basis. - Rate new business, or submit to company to rate. Make marketing and coverage recommendations to producers. Enter and update prospect data and marketing activities in EPIC. - Prepare proposals and recommendations that insure our clients and prospects understanding of coverages and reflect professional image of the agency. - Follow-up on outstanding items and manage open activities on a timely basis with documentation in EPIC. - Identify cross-selling and up-sale opportunities. Refer cross-sell opportunities to producers and handle up-sale opportunities with client. - Report new claims and monitor open claims, providing follow-up and service i...