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Associate Account Manager – Personal Lines Insurance

Arthur Hall Insurance / Associate Account Manager – Personal Lines Insurance

Arthur Hall Insurance has been advising and protecting individuals, families, businesses, and organizations since 1966. We are a growing business with a team of talented, dynamic professionals who share a passion for risk management insurance, who value the strong relationships forged with our clients, carriers and co-workers, and who will invest in your professional growth with opportunities for advancement.

We are currently seeking a full-time Licensed Associate Account Manager to service Personal Lines insurance customers and Agency Producers. This is a full-time position based out of our West Chester, PA office. Once fully trained, this position will have the opportunity to transition to a hybrid schedule (3 days in the office and 2 days remote). We offer competitive compensation, bonus, and a full benefits package including fully paid employee health and vision benefits.

RESPONSIBILITIES

The Personal Lines Associate Account Manager will be responsible for the retention of existing accounts and production of new personal lines accounts.  This includes the key tasks below:

 

  • Remarketing and New Business: Responsible for gathering the information and risk management recommendations for designated accounts. Market new business and existing accounts; determine premiums in comparative rater and company website. Prepare and present proposals to clients/prospects.

 

  • Renewals: Perform renewal reviews, check in renewal, confirm coverages, correct errors if necessary. Work directly with client and/or executive in regards to excess premium increases, account rounding, present options if new coverage enhancements are available or if coverages do not meet agency standards

 

  • Processing/Billing/Endorsements: Process and handle all endorsements, billing, new business and processing requests (in conjunction with customer service representative).
  • Customer Service: Receive calls from clients, insurance company representatives and related industries.  Handle and process all requests in conjunction with customer service representative and claims specialist.

 

  • Insurance Carriers: Maintain a good working relationship with insurance companies and representatives that we work with. Maintain underwriting and marketing information by carrier.  Continuously improve product and coverage knowledge.

 

  • Agency Management System: Maintain electronic files, applications, document activity and update agency management per agency standards.  Assist in the maintenance of company intranet and agency management system.

 

  • Assume other job responsibilities as assigned by Department Manager, Supervisor and Account Executive

 

QUALIFICATIONS

  • MUST have previous experience having worked in Personal Lines of Business.
  • MUST have thorough understanding of Personal Lines underwriting and coverages.
  • Minimum 3 years’ experience in related insurance role.
  • Must have all licenses as required by the State Department of Insurance to discuss and/or sell insurance in states where the agency functions or very close to obtaining license upon acceptance of job offer.
  • College degree preferred, but not mandatory
  • Proficient in Microsoft Office Products including Microsoft Word, Excel, and Outlook.