Personal Lines Account Manager

• Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making
• Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and BGS colleagues, resulting in a rate of account retention that meets or exceeds expectations
• Handles account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures
• Makes major decisions independent of manager approval on books of insurance business for which the incumbent is responsible
• Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
• Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine the suitability
• Stays abreast of changes in the insurance industry and other external conditions that may impact their clients; makes appropriate recommendations to clients in response to those changes independent of manager approval
• Provides service and cross-sells account products for clients in the high-net-worth marketplace
• Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment to resolve; may also negotiate with underwriters and carriers
• Troubleshoots claims and billing issues
• Responsible for overall retention of accounts in assigned book of business
• Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals; identifies and follows-up on cross-selling opportunities when appropriate
• Manages, organizes, and conducts client meetings when necessary
• Appropriately documents conversations with clients and carrier representatives and updates all BGS computer systems and automated agency management systems when necessary; ensures the accuracy of data in those systems
• Prepares reports for management as required
• Attends industry-related continuing education training and courses

Respond to this ad:
Bateman, Gordon & Sands
Cori Barnes
cbarnes@bgsagency.com