Personal Account Manager
22 days ago
Metairie
Job DescriptionBenefits: • 401(k), • 401(k) matching, • Competitive salary, • Dental insurance, • Flexible schedule, • Health insurance, • Paid time off COMPANY INFORMATION Organization Name: Aparicio, Walker & Seeling, Inc. About Our Organization: AWS Insurance, serving the Gulf Coast region, provides services in all aspects of insurance including commercial business insurance, risk management, car insurance, home or property insurance, flood insurance, natural disaster, marine insurance, liability insurance, employee health benefits, and payroll services. We offer our employees excellent health benefits to attract and retain high-quality employees. Website: Position Title: Personal Account Manager Hiring Manager Job Title: Personal Lines Manager Employment Status: Full-time Regular Primary Location: Metairie, LA JOB SUMMARY Assists Producers and manage internal house accounts by providing all processing duties associated with servicing a book of business, including, reviewing, and issuing Evidence of Insurance, processing renewals, policies and change requests, invoicing, and online rating. ESSENTIAL JOB FUNCTIONS These duties include but are not limited to: • Handles typical account service activity including processing mail, endorsements, ordering MVRs & elevation certificates, creating finance agreements, invoicing, etc., • Renew and Bind insurance renewals, • Performs functions on agency management system proficiently, • Responsible for the processing and review of new and renewal policies within thirty (30) days of receipt., • Responsible for the preparation & expedited issuance of all requested Certificates of Insurance & Evidence of Property, • Responsible for online rating and preparation of proposals as requested, • Review of client contracts to ensure compliance with existing coverage, to identify additional uninsured exposures and to ensure client is avoiding unnecessary transfer of liability where possible., • Assists with preparation of new and renewal client files as requested, • Maintains working knowledge of all rating products and processes, • Assists with filing claims and aiding in claim resolution as necessary, • Assists in the preparation of Summaries of Insurance and Statement of Values as requested, • Assists in the preparation of Premium Breakdowns as requested, • High school diploma or General Education Degree (GED), • Louisiana Property and Causality Licensed Agent, • 3+ years of personal lines customer service experience., • 1+ year(s) of experience with personal online rating, • Prior experience with data analytics skills and Applieds EPIC Management System is preferred, • Proficiency with Microsoft Office Suite, specifically Word, Excel, and Outlook, • Proficiency in Adobe Acrobat Pro, • Excellent oral and written communication skills, • Possess the following team player characteristics, collaborative, dependable and reliable, flexible, consistency, and communicative, • Ability to self-direct learning as necessary, • Detail oriented nature with strong ability to multi-task and prioritize work, • Ability to learn, analyze and make recommendations specific to client needs, • Strong interpersonal skills to build rapport with customers and underwriters, • Highly effective communication and negotiation skills, • Service clients effectively and efficiently through active listening, time management, and problem solving, • Ability to provide discretion, confidentiality, diplomacy, and tactfulness with respect to both agency and client information, • Competency in delegating, interacting with and collaborating with a variety of colleagues and underwriters, • Ability to always maintain and exhibit positive and professional attitude, treating clients, prospects, colleagues, and underwriters with respect., • Willingness to work beyond scheduled hours, as necessary, to ensure client satisfaction and to meet agency retention and growth goals. The company is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable. Flexible work from home options available.