Account Manager

The Jowers-Sklar Insurance Agency, a division of Propel Insurance, is looking to add an Account Manager to their Personal Lines team.  This is an in-office role, with potential to be hybrid.

The primary role for this position is to maximize customer satisfaction and retention by providing exceptional customer service every day; educating our clients on risks they face; offering creative solutions to protect the things that matter most to them; and always thanking them for their business

• Perform all account transactions including procurement of new accounts,  applications, quotations, ID cards, proposals, summaries, endorsements, binders, billing, correspondence, etc, on personal lines accounts.
• Review and remarket renewals for retention of account.
• Respond to client inquiries, incoming mail, company requests, and producer requests in a timely manner.
• Proactively pursue cross-line sales.
• Perform all tasks in accordance with Jowers-Sklar/Propel’s and our Carriers’ standards and procedures.
• Complete account reviews as requested by the customer.  Help customers identify gaps in coverage, offer solutions, and place coverage.
• Update and maintain all client files on EPIC computer system.  Document all transactions and interactions pertaining to our customers’ accounts.
• Maintain knowledge of our carriers’ products, underwriting guidelines, and operating procedures.
• Keep current with industry trends, issues, and competitive intelligence by reading company bulletins and attending department meetings.
• Utilize a comparative rating tool on new prospects and when remarketing existing customers
• Assist in the training and development of new personal lines employees.

• Expertise in personal lines coverage, underwriting and rating.
• Computer skills including Word, Excel, and Outlook.
• Agency Management System Experience. EPIC preferred.
• Strong oral and written communication skills.
• Ability to work successfully in a team environment.
• Ability to present complex insurance concepts in simple terms to our clients.
• Dependable with a strong work ethic.
• Detail Oriented is a must.
• Time Management Skills-ability to continuously prioritize your work to meet critical deadlines
• State of Georgia Agents Property & Casualty License
• Minimum of 2 years Personal Lines experience in the IA Channel