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Personal Lines Account Manager

Company: Duncan Financial Group
Location: Canfield
Posted on: June 25, 2022

Job Description:

Job DescriptionPersonal Lines Account Manager- Our partner L. Calvin Jones is seeking a Personal Lines Account Manager!At L. Calvin Jones, our mission is to help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. We know that our greatest asset is our employees. The company is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us. We are currently seeking a Personal Lines Account Manager. This role is critical to the organization, as our account managers are responsible for developing long-term relationships with our clients rooted in great service and mutual trust. KNOWLEDGE, SKILLS & ABILITIES

  • Ability to multi-task, accuracy, dependability, sense of integrity, and self-motivated
  • Ability to meet deadlines timely
  • Strong written and verbal communication skills
  • Exceptional organizational skills
  • Detail oriented
  • Ethical Conduct
  • Personal Effectiveness/Credibility
  • Relationship Building SkillsJOB DESCRIPTION
    • Support Producers' sales efforts by handling accounts once bound
    • Maintain assigned client accounts and identify opportunities for additional needs with existing clients
    • Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client
    • Maintain MIS client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines
    • Maintain control of renewal expiration lists, binders, and any aged receivables in accordance with agency guidelines.
    • Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines
    • Review all items to be processed, to insure items were received as ordered.
    • Participate in courses for insurance/sales skills. Maintain current knowledge of underwriting requirements of carriers. Keep current with industry trends by reading appropriate journals and company bulletins
    • Participate in any special projects at management's request.
    • Other duties as assignedSPECIFIC EDUCATION OR EXPERIENCE
      • Ohio Property and Casualty License
      • 1-2 years of experience
      • High school diploma or equivalent
      • Favorable certifications include CISR or ACSR designation; currently enrolled in INS or API program.
      • Extensive knowledge of all lines of personal insurance, including sophisticated and less common coverages, especially those products represented through agency
      • Thorough knowledge of brokerage operations including claims handling, procedures, personal lines rating, agency management system, and applicable insurance laws/codes
      • Experience and expertise in operating in electronic environment; excellent automation skills, including Epic/AMS360, Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems
      • Familiarity with risk assessment and risk management techniques
      • Excellent customer service skillsL. Calvin Jones offers a robust benefits package with the following:
        • Competitive Compensation
        • Five United Healthcare Medical plans to choose from, one of which is 100% free for employees and their families
        • United Healthcare Dental plan- free for employees
        • United Healthcare Vision plan
        • Company paid Life Insurance with additional supplement life options for employees and their families
        • Short Term Disability
        • Company Paid Long Term Disability
        • 401(k)- Company Match (Safe Harbor)
        • Supplemental insurance including Critical Illness, Accident, Prepaid Legal
        • PTO with prior employer matching
        • Paid Holidays
        • Financial support of continuing education and additional development and certifications
          • Bonus program for suggested certifications
          • Social and Philanthropic opportunitiesTo hear from our team and view other opportunities with Duncan Financial Group, check out our career page at Apply- Send resumes directly to the human resources department with the job title as the subject line- jennifer.roman@duncangrp.comPowered by JazzHRsvONjpvlqZ

Keywords: Duncan Financial Group, Canton , Personal Lines Account Manager, Executive , Canfield, Ohio

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