Account Manager

• 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

Personal Lines Account Manager

Senior Account Manager

Account Manager – Upsell Specialist

Account Manager

Account Representative

Point of Care Territory Manager