Personal Lines Account Manager
29 days ago
Rochester
Job Description About Us Guy Hurley, LLC is a leading insurance agency based in Rochester Hills, Michigan, specializing in comprehensive insurance and bonding solutions for businesses and our personal lines clients. As insurance professionals, we are committed to helping people just like you find solutions for all your insurance needs. Once we understand your policy needs and goals, we'll work to develop a program tailored to you. Today’s environment can bring concerns, and even, dangers. That's why we work closely with our clients to anticipate these challenges and address them before they happen. Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have questions about which insurance policies are right for you, sound decisions are vital in helping you pursue your goals and protect your future. For many, understanding every aspect of the insurance space can be daunting. We recognize that everyone encounters challenges along the way and strive to anticipate those situations as they occur. Our only goal is to keep you and your loved ones protected with the policies you need. Personal Lines Account Manager Job Summary: Under the direction of the Personal Lines Manager, manage the servicing of an assigned book of business in the Personal Lines Department to ensure clients receive prompt, accurate and professional solutions. Tasks include discussing renewals with clients, re-marketing renewals, providing overall account servicing to assigned clients, verifying, and maintaining account accuracy, and billing and payment processing duties. Principal Duties & Responsibilities: • Manage the servicing of an assigned book of business in the Personal Lines Department, • Discuss renewals with clients both verbally and via email, • Re-market renewals utilizing the PL Rating comparative rater platform, • Review daily download reports and identify issues needing to be rectified, • Attend both virtual and in-person meetings with the Personal Lines team to collaborate and stay current on carrier and industry trends, • Quoting and binding policy re-writes when applicable, and keeping Account Executives/Producers informed, • When applicable, assist with New Business quoting, and cross sell homeowners, auto, umbrella, and specialty Personal Lines products with existing clients, • Provide coverage insight to help clients understand their portfolio, • Build relationships with carrier Underwriters and act as an intermediary between the client and carrier, • Obtain client payment methods and process payments accordingly, • Provide clients with resolutions to billing related questions, • Create and maintain account details in AMS360, • Perform administrative/clerical duties including filing, copying, processing mail, creating spreadsheets, etc., • Process endorsements on existing policies, • Field incoming phone calls and contact clients by email and phone to clarify, provide, or acquire necessary information, • Maintain the confidentiality of all client and organizational data, • Demonstrate integrity, self-accountability, honesty, and a positive attitude toward clients, other staff, management, and business contacts in performing the duties and responsibilities of the position, • High School Diploma required, • Possession of a valid State of Michigan Property & Casualty Insurance Agent License, • Minimum of 2 years of experience working in personal lines insurance required, • Computer skills necessary to maintain various records and prepare reports; familiarity with the use of general office equipment, • Proficiency with MS Office Suite required, • AMS360 and ImageRight experience desired; will consider experience with related agency management systems, • Knowledge and understanding of generally accepted office procedures, • Good organization and time management skills are required to successfully perform the duties of this position, • Interpersonal skills necessary to communicate effectively with a wide variety of business associates including clients, all levels of staff, Insurance companies, etc. in the exchange of information and resolution of outstanding issues, • Physical ability to sit for prolonged periods of time at the computer Office Locations: 33215 Grand River Avenue, Farmington, MI 48336 or 989 East South Boulevard, Suite 200, Rochester Hills, MI 48307 Benefits: • Competitive Salary, • Health Insurance Plans (PPO, HSA, Copay Options), • Dental Insurance, • Vision Insurance, • Company Paid Disability Insurance, • Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance, • 401(k) with Safe Harbor Match, • Paid Time Off