Personal Lines Account Manager: Remote in Pacific or Mountain States Only
Company: Insurance Resourcing LLC
Location: San Diego
Posted on: June 25, 2022
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Job Description:
If you have experience working for an insurance agency as a
licensed Personal Lines Account Manager or CSR, and you want to
work remote, and you live in one of the Pacific or Mountain time
zone states, my client wants to talk to you.
My client is a National Brokerage with offices throughout the
country. This position works out of their Western Washington
branch. Working hours are Mon to Fri 8 am to 5 pm Pacific Standard
Time. This position is remote only for candidates who reside in the
Pacific or Mountain time zones. The team has one Producer, 2
Account Managers, and they are looking for their 3rd team member.
They can hire a seasoned Personal Lines Account Manager who has
worked in an independent agency, or they can hire a more junior
level assistant who has their P & C license and has at least 1 year
of experience as a CSR at a Direct writer who wants to accelerate
their career.
The company offers a salary of $50,000 to $65,000 depending on your
Carrier coverage knowledge, a great work culture, full benefits,
generous PTO, and retirement. All IT needed to do the job will be
provided by the employer.
You will work with established customers and will also quote new
business as it comes in from referrals or agency marketing. You
will do renewals, policy changes, advise on risk strategy options,
and round out accounts. If you are not quite to the full account
manager level yet, you will work as an assistant to the 2 Senior
Account Managers to allow you to come up to speed on the book so
that you can grow into a full cycle Account Manager.
EPIC software is used in a paperless office. New business and
account rounding is generously rewarded with a bonus per policy
written. ($10/policy if $1000 or less; $25/policy if over
$1000).
The book is a mix of standard and some High Net-worth business.
Key job tasks that you will do on your own, or will support the 2
Senior Account Managers with:
--- Responds to client requests for policy changes, billing
inquiries and verification of coverage. Ensures that these items
are given to client in a timely manner. Initiates appropriate
correspondence with carriers and clients.--- Maintains follow-up
and suspense files on outstanding orders, correspondence, claims,
and renewal expirations. Completes overdue and suspense items.---
Secures documentation needed to be retained by the agency including
signed applications, replacement cost estimates, rejection of
coverage and confirmation of orders.--- Develops complete client
information and applications for new and renewal business. Markets
to insurance carriers and prepares proposals. Compares coverage
forms with review by Account Executive if needed.--- Prepares
Renewal Questionnaire for clients including follow up on responses
received.--- Follows company procedures with respect to all
essential duties and responsibilities of the job.--- Manages the
accounts receivable on the book of business to assure timely
collection of premiums. Reconciles accounting discrepancies. Follow
up on aged trial balances. Involve Producer when necessary.---
Determines reasons for requests for cancellation and acts to retain
the account. If unable, secures Lost Policy Releases and follows
through to policy cancellation.--- Refers current and prospective
clients to other Agency departments for solicitation of other lines
of business.
Candidates need to have a P & C license along with at least 1 year
of experience in an insurance agency doing CSR or Account
Management work. Knowledge of independent Carriers is a huge plus.
Preference for EPIC or Sagitta or AMS360 agency management software
experience and will train on EPIC if needed. Need to be proficient
with MS Office. You must live in one of the Pacific or Mountain
time zone states to be a remote worker for this agency.
The company is looking to hire ASAP. To apply, email your resume to
info@insuranceresourcing.com or call 425-298-0278.
Keywords: Insurance Resourcing LLC, San Diego , Personal Lines Account Manager: Remote in Pacific or Mountain States Only, Executive , San Diego, California
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