Personal Lines Account Manager
On-site · Norwalk, Ohio, United States
Job Summary
Assist Account Executive in marketing and servicing clients within the account team; build relationships with clients and respond to basic insurance questions; issue and process invoices for new and renewal policies; process change requests and endorsements, and verify accuracy and invoicing; update systems to reflect coverage changes; generate ID cards and certificates of insurance; complete preliminary policy checks, renew binder extensions, and obtain premium finance quotes; locate flood zone determinations and NFIP quotes where applicable; assist with loss runs and renewals; support surplus lines filings and other duties as assigned; requires 2-3 years of insurance experience and proficiency with Microsoft Office and Applied/Epic systems; strong organization, accuracy, and client-service orientation; travel up to 10% may be required; company emphasizes equal opportunity employment and diverse, inclusive culture.
Required Qualifications
- 2-3 years of insurance experience
- Technical Skills: Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint
- Ability to navigate vendor or agency management systems
- Proficiency in Applied/Epic or ability to learn these programs
- Knowledge of Adobe Acrobat is a plus
- Ability to manage client needs and multiple tasks
- Good organization skills
- Attention to accuracy and detail
- Team player and interpersonal skills
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