The Judge Group
Overview
Personal Lines Account Manager (1099555) – Summit, NJ. Salary: $70,000.00 USD Annually - $80,000.00 USD Annually. Our client is currently seeking a Personal Lines Account Manager for a full-time position. Responsibilities
Serve as the primary point of contact for members of a specific account for new business, change requests, and renewals, with detailed documentation of all requests and changes. Work directly with Chubb underwriter on modified contract rates, endorsements, and policy changes. Assist family members with insurance-related requests such as certificates of insurance (COI), auto ID cards, and Passport ID. Participate in the renewal process, coordinating with family members and communicating coverage updates. Support open claims management, working with agency claims representative. Manage specialty insurance needs, including fine art coverage and home assessment requirements, securing credits where appropriate and following up with family members for compliance and other insurer requirements. Account management
Conduct analytical reviews of policies to identify inconsistencies or coverage gaps. Use Microsoft Office tools, including intermediate-level Excel skills (pivot tables, data analysis, tracking) to analyze insurance needs, coverage gaps, and inconsistencies. Follow up on policy changes, endorsements, and billing adjustments, ensuring premiums are correctly applied or credited. Retrieve and review billing statements for accuracy. Coordinate and track payments with family members. Process and operations management
Maintain ongoing communication with families regarding renewals, claims, and compliance items. Maintain and update shared drive spreadsheets, trackers, and documentation. Manage and prioritize ongoing “to-do” lists and follow-ups. Provide in-person support part-time at family office, with schedule flexing seasonally based on needs. Qualifications
Seniority level: Entry level Employment type: Full-time Experience using Microsoft Office tools with intermediate Excel skills (pivot tables, data analysis, tracking) Ability to coordinate with underwriters, renewals, endorsements, and billing adjustments Contact
Contact: eronan@judge.com
#J-18808-Ljbffr
Personal Lines Account Manager (1099555) – Summit, NJ. Salary: $70,000.00 USD Annually - $80,000.00 USD Annually. Our client is currently seeking a Personal Lines Account Manager for a full-time position. Responsibilities
Serve as the primary point of contact for members of a specific account for new business, change requests, and renewals, with detailed documentation of all requests and changes. Work directly with Chubb underwriter on modified contract rates, endorsements, and policy changes. Assist family members with insurance-related requests such as certificates of insurance (COI), auto ID cards, and Passport ID. Participate in the renewal process, coordinating with family members and communicating coverage updates. Support open claims management, working with agency claims representative. Manage specialty insurance needs, including fine art coverage and home assessment requirements, securing credits where appropriate and following up with family members for compliance and other insurer requirements. Account management
Conduct analytical reviews of policies to identify inconsistencies or coverage gaps. Use Microsoft Office tools, including intermediate-level Excel skills (pivot tables, data analysis, tracking) to analyze insurance needs, coverage gaps, and inconsistencies. Follow up on policy changes, endorsements, and billing adjustments, ensuring premiums are correctly applied or credited. Retrieve and review billing statements for accuracy. Coordinate and track payments with family members. Process and operations management
Maintain ongoing communication with families regarding renewals, claims, and compliance items. Maintain and update shared drive spreadsheets, trackers, and documentation. Manage and prioritize ongoing “to-do” lists and follow-ups. Provide in-person support part-time at family office, with schedule flexing seasonally based on needs. Qualifications
Seniority level: Entry level Employment type: Full-time Experience using Microsoft Office tools with intermediate Excel skills (pivot tables, data analysis, tracking) Ability to coordinate with underwriters, renewals, endorsements, and billing adjustments Contact
Contact: eronan@judge.com
#J-18808-Ljbffr