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Account Manager - Personal Lines

Company: Alera Group
Location: Port Saint Lucie
Posted on: January 8, 2021

Job Description:

Overview:Todd Associates Inc., an Alera Group Company is seeking an Personal Lines Account Manager to join their Property & Casualty team.Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?If that is what you're looking for, this is your chance to be part of an amazing organization!For over 80 years, Todd Associates has provided specialized insurance and risk management solutions to organizations and business owners.As a Personal Lines Account Manager, you would provide prompt, accurate and courteous service to clients, producers and company personnel in a professional and positive manner. Handle all tasks associated with obtaining, maintaining, expanding and servicing existing accounts in accordance with all agency procedures and carrier guidelines. This includes processing applications, policy changes, account review and renewal remarkets, up-selling existing policies, and cross-selling new policies.Responsibilities:

  • Process all applications, policies and endorsements for clients, review for accuracy.
  • Update TAM policy accounts with most current information as received.
  • Review renewals for significant changes.
  • Follow up on notices of non-payment per agency procedures.
  • Prepare and process requests for ID cards, evidence of property, certificates of insurance, and binders.
  • Process claim reports according to carrier procedures.
  • Process agency bill renewals & invoicing.
  • Review monthly Aged Accounts Receivables Report provided by accounting department.Qualifications:
    • Bachelor's degree or equivalent combination of education and experience.
    • Minimum 2 year(s) of work experience in Property & Casualty and customer service.
    • FL Property & Casualty License, required.
    • Proficient computer skills, especially with the Microsoft Office Suite.Equal Opportunity Employment:We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.PleaseIf you're a California resident, please read the California Consumer Privacy Act prior to applying.

Keywords: Alera Group, Port St. Lucie , Account Manager - Personal Lines, Executive , Port Saint Lucie, Florida

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