Personal Lines Account Manager Job at FurstProfessionals, Rockford, IL

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  • FurstProfessionals
  • Rockford, IL

Job Description

Personal Lines Account Manager/CSR

Applicants must have a property and casualty license to qualify for this position. The role offers an outstanding salary and an industry leading benefit package.

Primary Responsibilities and Duties:

  • Completes applications for insurance and has insured sign them. Submits to eligible and appropriate carriers and follows up to ensure timely receipt of policies or quotations.
  • Processes renewals and remarkets, as needed.
  • Assists clients with making coverage changes and completes all service requests for clients.
  • Informs clients of policy changes, exclusions of coverage and insurance coverage needs. Explains coverages and exclusions to clients. Uses every service contact as opportunity to review and market appropriate coverage.
  • Generates documents and produces correspondence to satisfy client service requests or to provide automated information, as needed by client.
  • Prepares summaries of insurance, schedules, and proposals, using computerized system.
  • Maintains orderly electronic files and information, following agency standards.
  • Verifies accuracy and coverage adequacy of policies. Requests changes to correct errors and follows up.
  • Documents recommended coverages not taken to reduce E.&O. exposure.
  • Processes incoming mail requests and responds promptly and appropriately.
  • Verifies accuracy of all direct bill cancellation notices and takes appropriate action including promptly informing producing agent on non-house accounts.
  • Implements agency credit and collection policy regarding agency-billed personal lines clients.
  • Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
  • Keeps informed regarding industry information, new product information, coverages, and technology to continuously improve knowledge and stay current.
  • Interacts with others effectively by utilizing good communication skills; cooperates positively and provides information and guidance, as needed to contribute to the business efforts of the agency.
  • Performs other miscellaneous duties as assigned by agency management.

Benefits:

× 401(k) × 401(k) matching × Dental insurance × Health insurance × Health savings account × Life insurance × Paid time off × Parental leave × Professional development assistance × Profit Sharing × Referral program × Retirement plan × Vision insurance

License/Certification: Insurance Producer License / P&C (Preferred)

Job Type: Full-time

Work Location: On-site, Rockford, IL (option for 1 day/week remote after training)

Primary Schedule: Monday to Friday 8am-5pm

Salary: $50-70k, depending on experience

Job Tags

Full time, Remote job, 1 day per week, Monday to Friday,

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