Account Manager - PL at Legacy Risk Solutions LLC

Fairhope, Alabama, United States -

Full Time

Start Date

Immediate

Expiry Date

02 Jun, 26

Salary

0.0

Posted On

04 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Servicing, New Business Installations, Renewals, Policy Correspondence, Billing Oversight, Policy Binding, Marketing Submissions, Carrier Communication, Endorsements, Non-Renewals Management, Certificate Organization, Premium Audits, ImageRight Documentation, Microsoft Windows, Office 365, Agency Management System

Industry

Insurance

Description

Description Summary The Personal Lines Account Manager services clients by handling new business installations, renewals and the service needs of clients by performing the following duties. Essential Duties and Responsibilities Conducts renewal processes & meetings with producers Places client calls & provides correspondence Oversees billing for all AB policies & collection along with producer Manages policy binding on renewals (unless sent to centralized marketing department) Prepares submissions for marketing Provides correspondence with carriers and customers for premium bearing change requests/endorsements Addresses and receive non renewals with producers/clients Organizes master certificates and attaches all applicable endorsements (ASM handles all on-demand and renewal cert issuance) Collects LPR’s from clients Premium bearing audits and large audit increase correspondence with insured/producer Manages ImageRight documentation and file labeling upkeep Reviews returned policy checklists for changes & send changes to ASM The Personal Lines Account Manager performs other related duties and tasks as necessary or as assigned. Requirements Must have a High School diploma or equivalent. College degree preferred. Active Property and Casualty Insurance License. Minimum 2 years of insurance experience. Proficiency in Microsoft Windows, Office 365, Word, and Excel. Must have Agency Management System Experience. EPIC experience preferred. Self-motivated and able to handle multiple tasks with minimal guidance in order to meet deadlines. Excellent oral and written communication skills to articulate key information. Initiative and willingness to take on additional responsibilities. High emphasis on teamwork, collaboration, data analysis, and process innovation. Self-starter and work with direction and taking ownership of areas of responsibility. Detail-oriented. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Benefits Health, dental, and vision benefits Flexible Spending Account and 401k Plan with matching Life Insurance, Short & Long Term Disability, Accident, Cancer, etc. Generous paid time off package We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.https://mandatoryview.com/productview

Responsibilities

The Account Manager services personal lines clients by managing new business installations, renewals, and general service needs, including conducting renewal processes and producer meetings. Duties also involve overseeing billing, managing policy binding, preparing marketing submissions, and handling correspondence with carriers and customers regarding premium changes.