Personal Lines Account Manager Resume Samples

Description :

1. Managed  Book of business Compiling and maintaining both paper and electronic client files.
2. Rounding Accounts Tracking and applying updates to applications, billing and policy changes including denials and cancellations.
3. Balancing tasks between claims, processing payments, and needs of the business, the customers and insurance companies.
4. Training members in personal lines coverage and on the company website for online automation and quoting systems.
5. Managing and overseeing the daily office operations Accomplishments administration to sales and account management.
6. Earned a reputation for integrity and superior customer service through value to employers and clients while growing and developing the business.
7. Skills Used Utilizes knowledge and experience to continually create more efficient ways of managing routine tasks and conveying information.

Experience

5-7 Years

Level

Junior

Education

Diploma

Description :

1. As a personal lines account manager responsible for reviewing and regulations and policies.
2. Capable of answering a wide variety of questions related to company policies and handle client issues or changes.
3. Current on state and federal laws that regulate insurance, as well as have certification and licensing within employment.
4. Relationship-building skills, as between the company and account holders.
5. Management and being able to explain complex products and ideas to a general audience.
6. Provide above-average customer service skills, as well as extensive knowledge of insurance coverage and market trends.
7. Excellent verbal and written communication skills, and the ability to manage time and workload in an efficient manner.

Experience

2-5 Years

Level

Junior

Education

BS

Description :

1. Sales Marketing Managing Service Providing excellent customer service, policy maintenance, and assigned a group of personal lines insured's.
2. Performing diversified duties to support the growth and retention of the agency's personal lines book of business.
3. Work as a team leader and great coworker, handling claims, tracking reports and updating activity to ensure the client's needs are always met.
4. Determine proper placement of business based on underwriting and customer profiles.
5. Recommend insurance coverage's focusing on account rounding by offering quotes on additional needs.
6. Handle new business and rewrite renewals to help the agency's retention and growth.
7. Instrumental in developing advantage programs throughout the region which increased market penetration for product offering.

Experience

7-10 Years

Level

Management

Education

Diploma

Description :

1. Responsible for managing the personal line's book of business located in the office.
2. Provide producers and customers with new business, renewal, and endorsement quotes.
3. Pivoting and cross-selling policyholders to better round out insurance protection and needs Process all policies, existing customers.
4. Providing initial claim service to a client by taking the necessary get the claim filed on the insured's behalf to the respective companies.
5. Servicing of policy accounts, including checking downloads for accuracy and making necessary corrections if needed.
6. Process all new business policies and endorsements sent to the agency from the company, and mail to the insured.
7. Meet with carrier marketing representatives to review agency growth and goals, new programs, changes, and carrier-specific appetite.

Experience

5-7 Years

Level

Executive

Education

BS

Description :

1. Recommended coverage options to best suit customers' needs.
2. Engaged customers in discussions about adding additional insurance lines, customer, and worked upon closing the sale.
3. Produced certificates of insurance, auto ID cards, and processed policy change endorsements.
4. Answered a high volume of customer calls concerning billing and coverage questions.
5. Updated customers file in client data system for changes in their address, email, phone number, and material status as well as any additional pertinent information.
6. Communicate and customized insurance plans with current and future policy holders to evaluate coverage needs to best protect their financial exposures.
7. The handled entry of new business, quotes, billing and endorsement processing.

Experience

5-7 Years

Level

Management

Education

Diploma

Description :

1. Interview clients and take their calls to provide customer service and obtain information on claims.
2. Process, prepare and submit business or government forms, such as submitting applications for coverage to insurance carriers.
3. Process and record new insurance policies and claims.
4. Correspond with the insured or agent to obtain information or inform them of account status or changes.
5. Organize and work with detailed office or warehouse records, maintaining files for each policyholder, reinstated or canceled.
6. Review and verify data, such as age, name, address, and principal sum and value of the property on insurance applications and policies.
7. Modify, update, and process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.

Experience

2-5 Years

Level

Junior

Education

HS

Description :

1. Managed several Producer's books of business by identifying clients' needs for new sales opportunities within an existing account.
2. Issued certificates, evidence and summaries of insurance.
3. Reported and assisted in the claims process.
4. Communicated with clients in person, by phone, email or corresponding documents.
5. Provided quotes with over 100 carriers when remarketing accounts.
6. Interacted and coordinated with various insurance companies while ensuring underwriting guidelines.
7. Serviced and developed Sales Leads through my self-built network system  Real Estate and Mortgage Agents, personal referrals, Etc.

Experience

5-7 Years

Level

Junior

Education

Diploma

Description :

1. Provide proactive day-to-day client service by anticipating client needs and responding to client questions and issues in a timely manner.
2. Provide clients with accurate factual information utilizing appropriate resources.
3. Make necessary contacts both inside and outside of the organization in order to obtain client requested information and then relays information.
4. Review client exposures, loss experience and current coverage and recommend appropriate products and services.
5. Gather information from clients related to risk management needs and evaluate the best way to manage the client's risk.
6. Create and present renewal proposals to existing clients.
7. Conduct reviews with clients on an annual basis or as appropriate and Communicate clients' needs and binding instructions to carriers.

Experience

5-7 Years

Level

Executive

Education

MS

Description :

1. Provide proactive client service by anticipating and evaluating client needs and responding to client questions.
2. Gathers information from the client and evaluates and proposes solutions to manage the client's risk.
3. Reviews client exposures, loss experience and current coverage's and recommend appropriate products and services.
4. Communicating client risk solution and binding instruction to carriers.
5. Implements and maintains a quality service plan ensuring the accuracy of binder, policies and another relevant document 
6. Responsible for new business development of the assigned book of business through referrals and networking opportunities.
7. Manage client accounts receivables to ensure timely collection of premiums and payments to carriers.

Experience

5-7 Years

Level

Executive

Education

Diploma

Description :

1. Manage all aspects of personal lines department: write new and renewal business, endorsements, and full service of current accounts.
2. Secure information for completing applications and maintain proper documentation and follow up.
3. Supervise and direct staff directly involved in the hiring process.
4. Counsel clients on insurance products and coverages, remarket personal lines insurance policies as appropriate.
5. Instrumental in designing and implementing new procedures to streamline workflow in the personal lines department.
6. Work closely with underwriters and marketing representatives from various preferred carriers.
7. Remain current on carrier guidelines and marketing conditions.

Experience

10+ Years

Level

Senior

Education

BS

Description :

1. Collaborate with the Human Resource department to ensure an efficient office environment.
2. Communicate with insurance providers to verify correct insurance guidelines.
3. Create and maintain routine reports and marketing strategies.
4. Renew, update, change and manage existing accounts Accomplishments brought a sense of security and reassurance to our clients.
5. Skills Used Computer, Microsoft, Office Equipment and assisted in the management of the personal lines department.
6. Communicated and customized insurance plans with current and future policyholders to evaluate coverage needs to best protect their financial exposures.
7. Used Knowledge of coverage, underwriting guidelines and websites of several Personal Lines companies

Experience

10+ Years

Level

Senior

Education

BS

Description :

1. Served as the liaison between the insured and the insurance company.
2. Provided exceptional customer service to both, requiring effective written and oral communication skills.
3. Processed payments received by mail and issued refunds when necessary.
4. Received and assessed correspondence from the insured and insurance companies and took appropriate action.
5. Remained organized while being responsible for executing all policy services by utilizing an electronic suspense system to meet deadlines.
6. Maintained accurate client information using supplied computer software/database.
7. Worked independently and planned tasks according to priority, but remained flexible for unscheduled requests/tasks.

Experience

2-5 Years

Level

Junior

Education

BS