FAMILY/PERSONAL LINES ACCOUNT MANAGER

The Peel & Holland Insurance team is known for a high level of expertise and its compassion for our agency, team members, clients and our communities. We believe it is our job to build lasting relationships and the confidence of our clients. As a Family/Personal Lines Account Manager, you will be a part of the Family Team building and growing strong relationships with our clients while providing exceptional customer service.

We are looking for a can-do mindset in the midst of multi-step processes and meticulous tasks. You should be known for your attention to detail and accuracy. This role calls for an exceptionally high degree of integrity, representing the reputation and commitment of our agency with the utmost care and living our core values daily. We are looking for a problem solver who is focused on doing what is right for us, but more importantly, doing things right for the clients we serve.

Resources

Our Account Manager will enjoy many benefits and resources, including:

• Working with a collaborative team of diverse individuals, both locally and with our extended team of Employee Benefits experts
• Access to continuing education to further your knowledge in the insurance field as well as access to experienced leaders in the agency who are excellent mentors
• Ability to use your talents to find personal reward in helping in challenging situations and a competitive marketplace
• A premium benefits package – because that is what we do
• Spending your days in a client-focused culture voted the Best Place to Work in KY.

Roles & Responsibilities

• Pre-qualify new business according to agency standards; completes (or receives completed) new business applications from Risk Advisors and forwards to insurance carriers
• Prepare proposals and complete applications in coordination with Risk Advisors; submits applications to eligible and appropriate carriers
• Prepare summaries of insurance, schedules, and proposals for account review
• Remarket renewals, contact clients, and handle other renewal activities in coordination with the Risk Advisor
• Order and issue binders, certificates, policies, endorsements, and other related items verifying their accuracy, forwarding to client with appropriate correspondence
• Maintain and update files in document management system and online platforms
• Process incoming mail requests, responding promptly and appropriately
• Process requests from applicable third parties to capture, update, or retrieve information related insured clients and their policies
• Actively seek referrals from current client base; follow up to generate new business
• Verify new policies, renewal policies, and endorsements received from carriers verifying their accuracy; facilitating corrections when necessary
• Create or review reports generated from within the agency to assist in the communication of retention; create or review reports for carriers to assist in the underwriting process
• Accept and/or post walk-in payments and filing appropriate documentation and uploading record of payment to appropriate company; make deposits of client payments; follow proper internal cash handling procedures
• Assist and inform clients with the process of submitting first reports of claim
• Attend required educational opportunities, internal meetings, and team updates
• Maintain a positive attitude and contribute to a cooperative spirit within the agency

The Ideal Candidate:

• Passionately cares for our organization, team, clients, and community.
• Is confident in establishing respected relationships, with a focus on confidentiality.
• Is confident in communicating effectively with co-workers, carriers and partners.
• Is results-driven by having the skill to multi-task with attention to detail and accuracy.
• Can handle conflicts, misunderstandings and frustrations with grace, while negotiating mutually beneficial solutions.
• Be familiar with Microsoft Office Suite products, having advanced knowledge with Excel.
• Catches on to new technology platforms with ease and is willing to put in the time to learn our industry-specific software tools to a level of expertise.
• Finds great personal reward in delivering outstanding service to others.

Additional Considerations

The Account Manager role will have a focus on supporting a fast-growing environment while owning your own success. A successful Account Manager will not only obtain thorough knowledge of industry trends and practices, as well as specific information related to carriers and products, but will also be motivated to never stop growing and continue to build on that knowledge. Obtaining and maintaining a Property & Casualty insurance license is required. Education or experience with insurance and/or risk management is preferred.