Personal Lines Account Manager
Lakeview Insurance Agency
- Chicago, IL
- $30,000-60,000 per year
- Permanent
- Full-time
- 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
- 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.
- 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
- 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