Personal Lines Account Manager
WORK EXPERIENCE
Personal Lines Account Manager
Local Insurance Agency – New York
2020 to Present
- Oversees the Personal Lines department with the assistance of one other person
- Conducts personal lines daily customer service (endorsements, re-remarkets, Carco inspections, payments, coverage questions, production, and underwriting)
- Solicits and writes new business
- Performs customer service work for current clients
- Conducts personal review of all renewals and markets the policies as needed
- Quotes personal lines policies for Commercial Lines Producers
- Works with clients to resolve underwriting issues
- Works closely with underwriters to ensure policies are written correctly and there is no potential unexposed risk
- Manages all personal lines non-renewals to ensured customers maintain insurance in the agency by working directly with the client to find new coverage
- Maintains Knowledge of all personal lines’ companies underwriting guidelines
- Works closely with clients to ensure they have the best coverage and ensure easy transitions to new companies in their best interest
- Works in Applied Epic Management System
- Experience writing Personal lines insurance in Multiple States
Account Executive – Personal Lines Supervisor
Local Insurance Agency – New York
2010 to 2020
- Oversaw the day-to-day operations of the personal lines team and implemented programs to meet long- term and short-term goals for agency growth in 15 personal lines carriers
- Tracked personal lines Company production weekly to insure growth
- Reviewed 5 personal lines producers’ weekly new business to ensure correct placement and coverages for clients
- Oversaw personal lines daily customer service (endorsements, re-shops, Carco inspections, production, and underwriting)
- Trained new employees
- Solicited and wrote new business
- Performed customer service work for current clients
- Quoted personal lines policies for Commercial Lines Producers
- Worked with clients to resolve underwriting issues
- Managed all personal lines non-renewals to ensure customers maintained insurance in the agency by working directly with the client to find new coverage
- Maintained knowledge of 15 personal lines companies underwriting guidelines and update staff accordingly
- Transferred 2 large personal lines books of business
- Worked closely with 2 companies book roll teams to ensure accurate quoting
- Quoted 2 additional companies manually
- Reviewed all quotes to obtain the best option for the customer
- Issued 3 carriers quotes and submitted the 4th carrier issue instructions
- Tracked each month to make sure all policies are issued correctly
- Communicated with customers to ensure an easy transition to new company
- Turned in weekly reports to Agency Owner on New business placement
- Worked in AMS360 Management System and PL Rater Quoting System
Agency Manager, Licensed Sales Associate
Big Ten Insurance Agency – New York
2005 to 2010
- Performed customer service work for current customers
- Solicited and wrote new P&C policies
- Followed consistent sales process for all prospects for: prescreening, quoting, and application completion
- Maintained knowledge of new products and followed all underwriting and rating plans
- Oversaw the day-to-day operations of the agency and implemented programs to meet long-term and short-term goals for agency growth
- Supervised staff in the agency on day-to-day activity
- Monitored staff licensing insuring that each staff member maintained proper licensing and required continuing education
- Possessed thorough knowledge of and ability to implement all agency policies and procedures
- Tracked production and servicing of each employee
- Reviewed customer accounts and assisted in problem resolution as needed
- Oversaw and managed processes for customer service and underwriting issues
- Kept the agent/owner informed of progress toward agency goals and any problems within the agency
- Met with each sales producer on a regular basis to ensure that agency sales and profit goals are being met
Education
BA Music Education, 2012
State University
Certifications
Property and Casualty License Broker
Property and Casualty Agent