Personal Lines Account Manager
Job Summary:
The Personal Lines Account Manager is responsible for assisting clients with service needs and making changes to existing accounts, meeting service, and sales delivery standards, and performing essential functions to achieve the quality and service standards developed by the agency. This position will partner with Producers in the handling and processing of new and renewal business and maintaining high service standards.
Duties and Responsibilities:
Provide exceptional customer service to existing and new clients, ensuring complete satisfaction
Foster internal relationships and contribute to the development of a positive organizational culture.
Accurately complete applications for new and renewal business, ensuring all necessary information is provided.
Prepare proposals and complete applications in collaboration with producers, submitting them to eligible carriers and obtaining client signatures.
Perform necessary ratings for policy quotations and issuance using carrier websites or rating programs.
Prepare proposals, binders, certificates, account summaries, endorsements, policies, lost policy releases, and account balance status when requested.
Ensure items are delivered and/or mailed to the client. Initiate correspondence with companies and clients. Maintain follow-up and suspense files on outstanding orders, correspondence, audits, reports, reporting form coverage, and follow-up on overdue and suspense items. Maintain expiration control log.
Request renewals, endorsements, and other data from companies and insureds, ensuring timely issuance of coverage.
Handle new and renewal policies, endorsements, audits, and cancellations promptly and accurately.
Determine reasons for requests for cancellations, act to save accounts, and notify producers according to agency standards. Process and follow-up on cancelation requests to carriers to ensure accurate and timely resolution.
Meet with a company representative to update carrier appetite, underwriting guidelines, etc.
Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions.
Other duties as assigned.
Qualifications:
Required:
o 2-4 years of account management experience
o Property and Casualty License, as required by the State Department of Insurance
Preferred:
o Epic/Applied agency software experience
o Bachelor's Degree
o CPCU or CIC Designations
Knowledge, Skills, & Abilities/Ideal Candidate Skills:
Confidentiality & Discretion - Sound knowledge of confidentiality best practices, with the ability to handle sensitive information with professionalism and discretion.
Industry Knowledge & Expertise - Sound knowledge of rating procedures, coverage, and industry operations to effectively manage, maintain, and write assigned client and prospect lists.
Adaptability & Growth Mindset - Ability to adapt to changing environments and embrace opportunities for continuous improvement.
Collaboration & Teamwork - Strong collaboration skills, with the ability to work effectively with colleagues across all levels while fostering a positive work environment.
Problem-Solving & Innovation - Excellent problem-solving skills, with a solutions-oriented mindset and the ability to think creatively.
Communication & Transparency - Effective communication skills, both verbal and written, with the ability to convey information clearly and transparently.
Technical Proficiency - Strong PC skills, with the ability to effectively utilize the agency's management systems.
Company Values & Culture:
At Dexter & Company, we are guided by our core values:
Teamwork - We collaborate selflessly to achieve shared success, valuing diverse perspectives and supporting one another with trust and respect. We take accountability for our role within the team, contributing proactively, communicating openly, and prioritizing the collective goal over individual interests. We remain solution-oriented, addressing challenges with a constructive mindset and a commitment to progress.
Integrity - We uphold the highest ethical standards in every decision and action, ensuring honesty, fairness, and transparency in all interactions. We take accountability for our choices, owning both our successes and failures, and consistently doing what is right-even when no one is watching.
Professionalism - We set the gold standard in expertise, respect, and conduct, treating others as we wish to be treated while consistently representing our organization with excellence. We take accountability for our performance and behavior, ensuring that our words and actions reflect reliability, competence, and a commitment to continuous improvement.
Superior Service - We go above and beyond to exceed expectations, anticipating needs and delivering outstanding experiences to clients and colleagues alike. We take accountability for the quality of our service, acting with urgency, ownership, and a relentless commitment to adding value in every interaction. We continuously seek innovative ways to improve, adapt, and elevate the service we provide.
In addition to our core values, Service Beyond Self is part of our mission and who we are as an organization - building on our Superior Service.
Service Beyond Self - We extend our commitment to Superior Service beyond our organization, actively engaging in efforts that strengthen and support our local communities. We take accountability for making a difference through volunteerism, philanthropy, and responsible corporate citizenship.
We foster an environment where employees are empowered to grow and contribute meaningfully. The ideal candidate will align with these principles and integrate them into their daily work.