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Personal Lines Account Manager (Murray Insurance & Financial Services)

Company: Acrisure
Location: Galveston
Posted on: January 13, 2022

Job Description:

Murray Insurance & Financial Services, an Acrisure agency partner, is looking to expand our team with a motivated, team and detail oriented Personal Lines Insurance Manager that will grow to be an intricate part of our culture. The position is best suited for an individual seeking a long-term career in the Insurance Industry and who is looking to partner with a company who promotes personal and professional growth.

The Personal Lines Insurance Account Manager will work with Leadership to master the customer lifecycle to maintain and grow an assigned book of business. The right candidate must display an ability to manage and prioritize workload to accommodate the demands of the position and exceed expectations.

Essential Duties And Responsibilities

  • Schedules appointments with clients to ascertain their needs. Analyze present coverage and make recommendations accordingly
  • Calculates and quotes with different companies to find the best company and fit for the client
  • Provides policy services as required, payments, endorsements, cross-sell etc.
  • Review audits of policies; verifies accuracy & process updates to policy when necessary
  • Proper annotated documentation of all client and/or internal communication
  • Display ability to build and strengthen relationships with existing and prospective clients
  • Follow up with Client's compliance for Loss Control recommendations
  • Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status, according to agency procedures
  • Prepare commercial proposals, schedules, invoices, and supplemental documents for presentation of quotes to insureds
  • Compiles a list of prospects using referrals, policy holders, occupational and interest groups to develop a base for long-term source of clients
  • Approaches clients through a combination of methods including mail, phone solicitations, presentation to groups at gatherings and social media
    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Education And/or Experience
    • High school diploma or the recognized equivalent in education and experience, required
    • P&C insurance license, required
    • Minimum 3+ years relevant Personal Lines experience, required
    • Professional designation - CIC, AAI, ARM, CPCU, preferred but not required
      Technology Skills
      • AMS360 or similar agency management software experience, preferred
      • Proficiency in Microsoft applications (Word, Excel, Office 365, Outlook)
        Other Qualifications
        • Ability to work with minimum supervision; able to accept direction on given assignments.
        • Demonstrated flexibility and adaptability to changing priorities and deadlines.
        • Strong analytical skills and attention to detail to ensure accuracy.
        • Excellent phone etiquette, written & verbal communication skills.
        • Demonstrated superior presentation and relationship skills in this highly client interactive role.
        • Able to work effectively in a team environment with strong customer service skills.
          Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
          • Moderate stress due to regular deadlines and daily challenges.
          • High finger dexterity while typing documents and forms
            Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
            • Ability to work from home when needed (COVID-19)
            • When in the office, work is done in a temperature-controlled, non-smoking office
            • The noise level in the work environment is usually moderate
              We offer a competitive salary and a comprehensive benefits package which includes: Medical, Prescription, Dental, Vision, Paid Time Off, 401k plan, Life and Disability Insurance. Murray Insurance also pays for continuing education courses

              Murray Insurance and Financial Services, LLC is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status, or medical condition.

Keywords: Acrisure, Galveston , Personal Lines Account Manager (Murray Insurance & Financial Services), Accounting, Auditing , Galveston, Texas

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