Insurance Personal Lines Account Manager

Job Description

Job Summary

Currently looking for a Personal Lines Account Manager for Henry Insurance Service in Baton Rouge, Louisiana. Interested candidates will be process oriented, organized and have excellent customer service skills.

About the Company

At Henry Insurance Service we believe in service, dedication, and loyalty. We are committed to serving all of our clients equally and fairly, dedicated to providing our clients with coverage options to meet their unique needs, and undeniably loyal to our clients. If working with a company whose culture is founded on service, dedication and loyalty appeals to you, we have an opportunity for you!

Responsibilities of the Personal Lines Account Manager

• Process and record new insurance policies and claims.
• Interview clients in order to provide expanded services on product offerings.
• Process, prepare, and submit forms, such as submitting applications for coverage to insurance carriers to request quotes for new and existing policyholders.
• Correspond with insured or agent to obtain information or inform them on account status or changes.
• Organize and work with detailed office records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
• Review and verify data, such as age, name, address, principal sum and value of property on insurance applications and policies.
• Collect initial premiums and issue receipts.
• Modify, update, and process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
• Transcribe data to worksheets and enter data into computer for use in preparing documents and adjusting accounts.
• Notify insurance agent and accounting department of policy cancellation.
• Cross-sell additional lines of business for mono-line house accounts.
• Handle new house account personal lines business including application, quoting, and closing as needed.
• Performs routine clerical functions including answering telephone, processing mail, scanning, faxing and filing

Requirements of the Customer Service Representative

• 2 Years' Experience of Personal Lines Account Management
• Life and Health Insurance experience is a plus
• Working knowledge and experience with Applied System
• Strong communication skills both verbal and written
• High level of proficiency and accuracy with spreadsheets, emails, and databases
• Ability to relate to customers and carriers in a professional manner, providing excellent customer service and follow through
• Personal motivation and drive to be a proactive partner to our customers and our service teams
• Confident, “go-getter” that can process insurance details in high volume, at a quick pace
• Ability to multi-task, quickly respond to changing priorities and accurately record data in an electronic environment

Job Type: Full-time

Education:

• Bachelor's (Preferred)

Experience:

• Customer Service: 3 years (Preferred)
• Insurance: 2 years (Preferred)

Work Location: In person

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