Furst
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:
- Prequalifies, analyzes prospects' personal lines coverage needs. Recommends coverages and prepares rating quotes and proposals to sell new accounts.
- Actively solicits increases in coverage or rounding out accounts through sales to clients at every service contact.
- Recommends excess and surplus coverages, as needed to meet client insurance needs. Educates clients as to coverage limitation and documents on the system.
- 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.
- Actively seeks referrals from current client base to solicit for new business prospects; follows up to generate new business using prospect data base and system.
- Actively refers clients to Life & Benefits and Commercial Lines department for solicitation of new business.
- At each service contact, reviews current client coverages and recommends changes in coverage and in markets, as needed to ensure high quality coverage.
- 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) 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, Work from home currently one day per week once training is complete
Primary Schedule:
Monday to Friday 7:45-4:00 PM One late day per week 8:30 AM-5:00 PM
Salary:
$50-70k, depending on experience
Please apply directly to the Personal Lines Account Manager/CSR role.