Director, Campus Partnerships
Interfaith America
Personal Lines Account Manager
INTRUST Bank
full-time
Posted on:
Location Type: Hybrid
Location: Ann Arbor • Missouri • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Make changes to customer accounts within carrier guidelines
- Remarket current personal lines business when necessary
- Round current accounts with additional products to help retain book of business
- Solicit, refer, and evaluate new insurance clients
- Obtain and process information/documentation from carriers
- Service existing accounts including payments, changes, claims, and requotes
- Renewal reviews of all personal lines accounts based on agency procedures and follow up with underwriter and customer
- Log all activities in agency management system and maintain records, reports, and files
- Handle overflow of new business and assist Producer(s) when needed
- Attend required meetings/trainings and answer telephones as needed
Requirements
- High school diploma or equivalent required
- 3 years of previous personal lines insurance servicing & quoting experience highly preferred
- Current Property & Casualty Insurance License in required lines (or ability to obtain license within 90 days of obtaining role)
- Strong computer skills required such as Excel and Word
- Excellent organizational, time management & analytical skills
- Ability to handle highly sensitive information, maintaining confidentiality of customers personal information
- Able to effectively problem solve
- Able to work with minimal supervision
- Provide professional communication in both oral & written expression
Benefits
- HYBRID 3 DAYS IN-OFFICE
- Primary working environment is within an indoor climate-controlled office space and/or a private home office or some combination which will be at managements sole discretion
- Ability and means to travel to on a flexible schedule as needed
- Maintain required disclosure postings and licensing (continuing education, etc.)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
personal lines insurance servicingquotingaccount managementrenewal reviewsclaims processinganalytical skillsproblem solving
Soft skills
organizational skillstime managementconfidentialityprofessional communicationoral communicationwritten communication
Certifications
Property & Casualty Insurance License
