Personal Insurance Lines Account Specialist

This is a great opportunity to be a part of our team learning the insurance business and establish a long-lasting career within our growing insurance agency. We are looking for the right person to help in our personal lines property & casualty insurance department. This person will service a current client base and assist production employees with the day-to-day servicing of personal accounts. Position to be based in Auburn, AL.

Excellent training program will be available! Property & Casualty license would be a plus but not required.

Account Manager Responsibilities

• Independently manage an assigned client base with new and renewal insurance policies.
• Assist service and production employees with the day-to-day tasks associated with servicing an assigned book of business with larger key accounts.
• Duties include but not limited to - Processing applications, scanning, quoting, endorsements, and checking other documents for accuracy.
• Enter customer information and policy information into our agency management system in a timely manner.
• Answer client and employee inquiries/requests by phone and email.
• Send insurance related documents to vendors - certificates and evidences of insurance for proof of coverage.
• Maintain an existing book of business by working off client list dates, following up on tasks, and making sure internal documents and information is properly logged and stored.
• Ability to multi task and work in a high paced environment.

Account Manager Requirements

• High School Diploma
• Time management and organizational skills
• Process information to make informed decisions
• Proficient in the use of MS Office - Word, Excel, Outlook email. (AMS360 insurance software knowledge is a plus)
• Ability to strategize and solve problems.
• Excellent communication, detail, and people skills.
• An analytical mind and ability to multitask.
• Systems oriented
• Property & Casualty Insurance License. A plus but not required.

Company Benefits:

• Salaried position with performance bonus
• 401(k) - Company match
• Health insurance
• Dental insurance
• 16 days paid time off. This does not include major holidays
• Supplemental benefits package - Employer Paid
• Room for growth with good performance

Job Type: Full-time 8:30am-5:00pm Mon-Thurs/8:30am-4:00pm Friday

Pay: Competitive pay depending on qualifications to be discussed

Job Type: Full-time

Salary: $35,000.00 - $40,000.00 per year

Supplemental pay types:

• Bonus pay

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office
• Property & Casualty License (Preferred)

Work Location: In person

Job Type: Full-time

Pay: $35,000.00 - $40,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off

Weekly day range:

• Monday to Friday

Work setting:

• In-person

Education:

• High school or equivalent (Preferred)

Experience:

• Customer service: 1 year (Preferred)

Ability to Relocate:

• Auburn, AL 36832: Relocate before starting work (Required)

Work Location: In person