Personal Lines Account Manager

Lakeview Insurance is an independent insurance agency offering a comprehensive suite of insurance solutions to protect our clients from the unexpected. We don’t just sell insurance. We work closely with clients to help them make important and informed decisions every day when it comes to protection and their future. We are a family business that treats staff with courtesy, respect, and empowerment.

Personal Lines Account Managers are accountable for building and maintaining relationships with clients and carrier representatives all while providing outstanding customer service. This position requires an ability to demonstrate good judgment in various situations. The Customer Relationship Manager role is a reflection of the agency whether in relating with a client or in everyday activities within the community. A positive outlook and growth-minded spirit are vital.

Pay: $30000 - $60000 / year

Benefits

Competitive salary commensurate with experience
Opportunity for bonus and incentives based on performance
Opportunity for growth within the company
Major Medical Insurance
Short-term and Long-term Disability Insurance
Voluntary Life, Vision, and Dental Insurance
PTO
Paid Holidays
Retirement Savings Account
Company events

Responsibilities

Day to day responsibilities include but are not limited to
Servicing of assigned accounts, based on agency best practices
Maintaining a high level of client service and satisfaction
Marketing & placement of assigned new business submissions and renewal accounts
Achieving department account new business sales and retention goals through proactive account rounding, up-selling, and by providing extraordinary client service
Skilled communication, sound decision-making, and self-reliance are necessary attributes of day-to-day activities.
Other general duties include but are not limited to
Maintaining client files and ensuring proper documentation through processing policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., within established timelines
Maintain control of renewal expiration lists, binders, and any aged receivables
Perform annual review and risk exposure analysis of renewal policies for proper coverage
Respond to client inquiries, incoming e-mail, mail, and company requests.
Prepare billing following credit and collection policies
Review all items to be processed, to ensure items were received as ordered
Maintain current knowledge of underwriting requirements of carriers
Participate in continuing education courses for insurance and sales skills
Keep current with industry trends by reading appropriate journals and company bulletins
Participate in any special projects at management's request

Qualifications & Education

Two-year associate college degree required; four-year college degree preferred
Experience and expertise with technology and skilled in Adobe Pro, Word, Excel, Outlook, and operation of phone systems
Excellent time management and organizational capabilities
Advanced verbal and written communication skills
Desire to acquire and maintain a thorough knowledge of the insurance industry products and practices
A high degree of self-motivation and self-direction
Knowledge of brokerage operations including claims handling, procedures, rating, agency management system, and applicable insurance laws
Familiarity with risk assessment and risk management techniques

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
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