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Career Opportunities

Personal Lines Account Manager

Reports To:

Personal Lines Department Manager

Position Summary:

The Personal Lines Account Manager’s role is to be the primary point of contact for all customers within an assigned book of business.  An initial book of business is assigned according to experience level, with the goal to improve efficiency in servicing said book, creating capacity to take on more clients while still maintaining the highest levels of customer service.  It is a collaborative role, where AM’s are expected to communicate directly with the Producers on their accounts, so that the book of business managed is as enjoyable to service as it is profitable for the agency to maintain.

Responsibilities:

New Business

  • Understands and adheres strictly to the agency defined New Business Workflow
  • Onboarding quality control of all insurance documents, applications and policies

Renewals

  • Sends out Agency Bill renewal offers and invoices to clients
  • Manages Direct Bill renewals as needed
  • Ensures policies are properly renewed and updated within client database system
  • Performs renewal review process in accordance with agency standards

Endorsements

  • Processes all changes and policy endorsements with carriers and within management system

Cancellations and Reinstatements

  • Processes cancellations and non-renewals through agency defined workflow
  • Works reinstatements when applicable

Remarketing and Rewrites

  • Interfaces with clients to design solutions that best suit their individual needs 
  • Implements changes to existing policies or provides a remarket analysis to demonstrate a market supported rate

Inspections

  • Reviews and processes insurance inspections
  • Coordinates inspection results and requirements with clients and carriers

Cross selling 

  • Identifies opportunities to round out accounts and cross sells to clientele

Accounting

  • Transacts New Business, Renewals, Endorsements and Cancellations when applicable
  • Sends and tracks payment invoices to clients when applicable

Agency Management System

  • Use of computers and agency database to enter, access, and retrieve information
  • Edits, reviews and maintains records of customer’s interactions and transactions, recording details of policies, correspondence, and inquiries
  • Utilizes Applied Epic agency management system for managing all assigned work
  • Sets activities in database for all duties that need to be completed

Other Duties and Special Projects as Assigned

Knowledge, Skills and Abilities:

  • Must be an assertive self –starter with effective presentation skills through both verbal and written communication
  • Must be able to work in a fast-paced, multi-tasking environment

Requirements:

  • P&C License with minimum of 2 Years Insurance Experience Preferred

Our Location

Atlantic Shield Insurance Group

421 Johnnie Dodds Blvd. STE 200
Mount Pleasant, SC 29464
Main office: 843-202-4813
Toll free: 888-856-2909

Our Providers

Testimonials

I am very happy to have such a reliable and customer oriented agency to which I can refer my clients!

Len F. - Premier Southern Properties, LLC
Not only am I happy with the insurance package I have on my home, but also have the added bonus of a dedicated, courteous, and extremely professional account manager looking out for my insurance interests. Situations like these place a company like Atlantic Shield far above many others, regardless of product offering or pricing. Thank you again and keep up the great service!

Mike B.
Erik, I would like to express our appreciation for all of the assistance provided by Marianne during the last year or so. For us 'non-insurance' people, navigating through coverage is confusing, to say the least. We know that the coverage for Benchmark Installation, Inc. as well as Seashore Associates, Inc. (now closed) is and was a small portion of your business. However, Marianne has always provided service often above her job description. We appreciate all of her help.

Pat & Michael H.