Personal Lines Account Manager

Description

Our Agency

SeibertKeck Insurance Partners is on a mission to change the insurance buying experience. That starts by doing the right thing, every time. We protect the hard work of our middle market commercial, small business, and personal insurance clients, focusing on improving their risk profile and controlling cost. Behind every client stands 100+ years of history and the hard-working people of SeibertKeck Insurance Partners.

Recognized by Insurance Business America as a Top Insurance Employer and Top Insurance Workplace as voted on by industry peers and agency associates. We have been identified as one of the Top 100 independent insurance agencies by Insurance Journal and a top Northeast Ohio agency by Crain’s Cleveland Business.

Our agency was founded in Akron, OH in 1910 and has grown to over 200 employees across 21 locations in Ohio, Florida, and Kentucky.

Our competitive advantages include regional specialization, client education focusing on risk prevention not reaction, access to regional, national, and international insurance markets, boasting a reliable in-house claims service team.

SeibertKeck Insurance Partners goes beyond premium by reducing costs through proprietary, specialized risk management and loss control processes, negotiating best rates through relationships across varied insurance markets, driving the claims process with reliable, around the clock service partners.

Job Summary

The Personal Lines Account Manager is a licensed agent who is responsible for providing customer service, policy

maintenance, coverage placement, problem resolution and retention for an assigned group of personal lines

accounts. This role requires a thorough understanding of insurance products and state and federal laws that regulate

insurance

Responsibilities

• Create and maintain strong personal relationships with clients, company underwriters & producers;
• Maintain client satisfaction in the assigned books of business;
• Maintain relationships with current carriers or specialty markets to place business.
• Provide technical support to Producers for new business development and assist with servicing of renewal accounts;
• Review existing files for coverage upgrades and/or account rounding, make recommendations to insureds and document outcome in file to prevent E&O exposures, with or without producer involvement;
• Receive phone calls to service accounts for new business, renewals, endorsements, evidence of insurance and/or questions including but not limited to clients, carriers or financial institutions;
• Review renewal business accounts to determine additional lines of insurance and/or additional increased limits required for the current insurance program;
• Process renewals in the Agency's insurance management system by updating billing screens, commissions, producer codes, company codes and status codes while reviewing branch broker codes for accuracy;
• Issue evidence of property upon request and verifying the accuracy of the coverage on the policy; endorse policies as necessary;
• Receive change or endorsement requests from the insured or producer and process according to departmental procedures;
• Report claims to the carrier according to departmental procedures.
• Cross-sell and actively solicit increased limits and/or coverages for accounts through sales renewal review with client and document outcome in customer file;
• Act as liaison between the carrier and client with regards to inspections and ensure that client responds and complies with recommendations by corresponding with carrier according to departmental procedures;
• Prepare and process lost policy releases (LPRs) as requested by the insured according to departmental procedures;
• Prepare new business submissions when the new business department is on vacation or out of the office;
• Training within the Department, as needed, for existing and new team members;
• Support other team members, as needed, when Department is short-staffed, backlogged or are engaged in a special project;
• Special projects as assigned;
• Notify Department Manager or Team Leader if unable to consistently meet department's service standards.

EOE Statement

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment

without regard to race, color, religion, national origin, gender, sexual orientation, veteran status, handicap, age or any

other characteristic protected by law.

Requirements

• Two years personal lines property & casualty experience;
• High school diploma or GED;
• Current, active Property and Casualty (P&C) license in the State of Ohio;