Job Overview – Personal Lines Account Manager:
We are seeking a customer-focused Personal Lines Account Manager to handle service calls, process policies, and provide guidance to clients. The ideal candidate will excel at multitasking and have strong knowledge of personal lines insurance.
Compensation: $55,000 – $70,000/year
Location: Oakland County, MI
Responsibilities as the Personal Lines Account Manager:
- Customer Service: Answer and process daily service calls from customers and company underwriters on a rotation basis. Rate policies, write new policies, and discuss coverage details with clients.
- Policy Processing: Process endorsements, cancellations, Auto ID cards, and evidence of property forms.
- Administrative: Enter all interactions and policy information into the Management System.
- Carrier Interface: Interface with carrier websites to manage policy processing needs, including premium rating and reporting.
- Processing: Issue binders, process cancellation requests, and send necessary correspondence to clients and carriers.
- Data Entry & Reporting: Input every call into the computer system and manage client details in real time.
Qualifications for the Personal Lines Account Manager:
- Licensing: Property & Casualty License is required.
- Experience: 3+ years of Personal Lines Insurance experience.
- Technical Proficiency: Proficiency in MS Word and Excel.
- Agency Management Systems: Familiarity with Applied Agency Management Systems is a plus.
- Carrier Systems: Experience with internet rating and processing via carrier websites.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.