Personal Lines Account Manager

Job description

Description The Personal Lines Account Manager works to maintain a high level of customer service to retain established accounts and to solicit new business as opportunity presents itself. The essential functions include, but are not limited to the following: - Establishes and maintains a positive and team-oriented relationship with colleagues. - Adhere to company policies and procedures for workflow and documentation. - Develop relationships with current and potential clients, maintain a professional connection between clients, the agency and company underwriter. - Serve as point of contact between current and potential clients and United. - Review and process mail using personnel and procedures in place for support. - Respond to daily telephone calls and requests for: ID cards, Binder, BOR, cancellations and reinstatements. - Request policy amendments. - Promote and market new business and policy renewal. This includes preparation of application, rating and forwarding to designated companies, for the correct placement and coverage for each risk. Information is then communicated to the insured or prospective client. - Preparation of new business or renewal proposals as needed. - P...