Personal Lines Account Manager

POSITION SUMMARY

The Account Manager is responsible for the day-to-day management of a personal lines book of business. The Account Manager should be able to manage their assigned accounts and interact with all departments to ensure a great customer and employee experience.

  MAJOR JOB RESPONSIBILITIES 

•    Responsible for maintaining and managing a book of business in accordance with the Agency’s re-newal timeline 
•    Assists clients in making appropriate coverage changes and informs and educates clients about coverage, exclusions and exposures 
•    Submit renewal applications, coverage specifications, to the marketplace and negotiate directly with the carriers 
•    Maintain appropriate level of communication with clients and fellow colleagues
•    Be proactive and organized in the renewal process to exceed client expectations 
•    Adhere to internal processes, timelines, and protocols 
•    Generate proposals, issue  binders and auto ID cards, input billing, process policy changes, policy summaries, coverage reviews, and suspense follow up 
•    Check policy coverages and endorsements for accuracy 
•    Account rounding of new business for existing clients
•    Work and collaborate within a team environment
•    Other duties as assigned 

SKILLS AND TRAINING

• Must be well-organized, with excellent math, written and oral communication skills.
• Service oriented, team player who has attention to detail.
• Ability to thrive in a fast-paced, proactive environment.
• Critical thinking and good judgment to quickly determine and prioritize key issues
• Strong technical skills for data entry, Word, and Excel a plus

EDUCATION 

• College Degree preferred or the equivalent of 2+ years in a retail brokerage or agency.
• Proficiency in AMS360 is a plus!

  WORK EXPERIENCE 

      3 years experience commensurate with job function

  LICENSES AND/OR CERTIFICATES

        Licenses and Certifications                                                              Expiration Date

• Must be willing to obtain a Property & Casualty license

WORKING CONDITIONS

Work is performed in a normal office environment.  Noise levels are usually moderate. 

HAZARDS

The hazards are mainly those present in a normal office setting.             

This job description may not be all-inclusive.  Employees are expected to perform other duties as assigned and directed by management.  Job descriptions and duties may be modified when deemed appropriate by management.

Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.                      

                                                                               
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.