Personal Lines Account Managers are responsible for assisting insurance producers and other account managers in the day-to-day handling of personal lines accounts to maintain client relationships with a strong emphasis on service and account retention.
Pyron Group & Pyron Coastal are an affiliate of Leavitt Group. A national company with over 185 locations in 26 states. It’s a large, stable, and really fun company to work for!
An account manager’s responsibilities
- Assist producers in marketing new accounts and renewals
- Handle carrier/client correspondence
- Maintain client files in agency management system
- Process applications and change forms
- Process quotes
- Provide customer service
- Assist with reception
- Prepare AOR changes and forward to carriers
- Prepare reports for new sales, AORs, and lost business
- Prepare new account and renewal proposals
- Assist with submission of new business and follow-up on outstanding requirements
- Assist with carrier/company/client correspondence projects as needed
Required Experience & Skills
Experience
1-3 years of experience working with an independent agency or brokerage
License/Certification
Active Property and Casualty License in MS or the ability to be licensed quickly
Skills
- Data Entry and online quoting experience
- Experience using AMS 360 is preferred but not required
- Basic Windows environment skills
- Microsoft Office suite experience (Excel, Word, Outlook, etc.)
- Strong knowledge of insurance terminology, coverages, policies, and procedures
- 1 – 3 years experience in a similar position
- Preferred Associate’s or Bachelor’s degree in a business or finance-related discipline or commensurate experience
- HS diploma or GED at minimum
- Exceptional telephone demeanor
- Ability to maintain a high level of confidentiality
Schedule
8 hours Monday – Friday
Pay
Salary commensurate with experience and licensure with bonus pay available
Benefits Package
- Health insurance
- Dental and vision insurance
- 401(k) with employer matching contributions
- Paid time off
- HSA and FSA
- Paid sick and vacation leave