Personal Lines Account Manager - Hybrid Schedule

Description

• Renewal Reviews of all personal lines accounts based on agency procedures.
• Evaluate customer inquiries to make an informed decision.
• Follow up with underwriter and customer through renewal process and with changes.
• Log all activities in agency management system.
• Maintain records, reports, and files as applicable.
• Answer customer inquiries regarding coverage, changes, claims, etc.
• Round current customers accounts when servicing the client.
• Remarketing Personal customers when requested by customer.
• Handle overflow of new business when needed.
• Assist Producer(s) when needed.

• Maintain required disclosure postings and licensing (continuing education, etc.)
• Attend all required meetings/trainings.
• Answer telephones as needed.
• All other duties as assigned by management.

Requirements

• High school diploma or equivalent required.
• 3 years of previous personal lines insurance servicing & quoting experience highly preferred.
• Current Property & Casualty Insurance License in required lines (or ability to obtain license within 90 days of obtaining role).

• Maintain & foster positive relationships with customers and business partners.
• Complete all assigned training in a timely manner.
• Provide professional communication in both oral & written expression.
• Excellent organizational, time management & analytical skills.
• Able to communicate and negotiate effectively.
• High degree of dependability.
• Able to effectively problem solve.
• Strong computer skills required such as Excel and Word.
• Excellent time management skills.
• Ability to handle highly sensitive information, maintaining confidentiality of customers personal information.
• Ability to work with minimal supervision.

• Able to lift up to 20 pounds.
• Extended periods of sitting (at computer desk)
• Complete repetitive tasks (including operation of computer mouse/keyboard)
•  Ability and means to travel to on a flexible schedule as needed. 
• May be exposed to extended periods of interaction with other (listening/talking/taking notes)

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

**University Bank is an Equal Opportunity / Affirmative Action Employer**