Personal Lines Account Manager
On-siteFarmington, Maine, United States
Job Summary
Maintain established accounts and solicit new business by developing relationships with current and potential clients while serving as the primary point of contact between clients, the agency, and the underwriter. Respond to daily telephone calls regarding ID cards, binders, cancellations, and reinstatements, then process mail and request policy amendments using established workflows. Promote new business and renewals by preparing applications, ratings, and forwarding risks for correct coverage placement. Perform consultative activities to determine solutions based on industry knowledge, keep client activity records in Epic, and manage monthly renewal lists with coverage adjustments. Grow the book of business through referrals and cross-selling, collaborate with the Accounting Department on billed policies, and meet job responsibility expectations.
Required Qualifications
- State P&C license
- 1-5 years of experience
- High school diploma or equivalent
- Ability to multi-task
- Self-motivated
- Proficient in Microsoft Office, specifically Excel, Word, and PowerPoint
- Excellent oral and written communication skills
- Excellent customer relationship skills
- Positive, friendly, and professional attitude
- Must occasionally lift and/or move up to 25 pounds
- Close vision
- Distance vision
- Ability to adjust focus
Desired Qualifications
- Designation(s)
- Prior experience with Epic
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