Personal Lines Account Manager
WORK EXPERIENCE
Personal Lines Account Manager
Local Insurance Agency
January 2012 to Present
- Perform all account transactions, including applications, quotations, ID cards, proposals, summaries, endorsements, certificates, binders, billing, follow-ups, and correspondence on assigned accounts.
- Maintain all client files in the agency management system with full policy details and use the system for all transactions, notes, and activities.
- Respond to client inquiries, incoming mail, company requests, and producers’ needs in a timely manner.
- Collect renewal data on assigned accounts and maintain expiration reports.
- Assist clients with claim reporting.
- Respond to billing inquiries.
- Quote and place new business from referrals, walk-ins, and call-ins.
- Assist producers with retaining existing accounts and obtaining alternate quotes/rewriting lines of business.
- Provide clients with information related to claims and other inquiries.
- Facilitate the processing of customer paperwork.
Personal Lines Account Manager
Insurance Arm of North American Bank
June 1999 to January 2012
- Licensed personal account manager with the ability to write auto/home/umbrella insurance.
- Cross-sold other insurance products when appropriate.
- Provided clients with information relating to claims and other inquiries.
- Facilitated the processing of customer paperwork.
Claims Adjuster
Big Ten Insurance Agency
April 1995 to June 1999
CERTIFICATIONS
Active P&C License
SKILLS
Microsoft Office Suite, TAM, Hawksoft, PL Rater, Salesforce