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Position Description

Position Title: Personal Lines Account Manager

Effective: 7-10-2019

Primary Functions:

Personal Lines Account Managers work in conjunction with an Account Executive to maintain and grow a book of personal accounts. Provides excellent client service at all times in accordance with LBW philosophy. Responsible for managing, evaluating, servicing and marketing of both new and renewal accounts. Must possess the knowledge and ability to act independently in all phases of personal account process.

Essential Duties & Responsibilities:

  • Update and change information in AMS from carrier downloads
  • Provide outstanding day to day service, including client visits when necessary
  • Consistently provide the customer with prompt, knowledgeable and timely response to calls or inquiries
  • Document all calls, activities and transactions in AMS360
  • Identify, obtain and analyze all information necessary to evaluate risk exposures and determine appropriate coverage
  • Bind coverage; order binders/policies
  • Invoice agency bill/direct items and follow up for collection
  • Check/Process policies and endorsements
  • Process incoming emails and mail
  • Issue cancellation letters (for non-pay client bill policies) to the insured – all personal lines
  • Upload/Scan HO’s renewal dec’s – update policy info into AMS
  • Quote new and renewing policies on carrier websites and/or PL Rater
  • Issue renewal letters for all direct bill auto and direct bill homeowner policies
  • Upload/Scan California Fair Plan renewal offers & issue renewal letters
  • Check payment status for non-payment cancellations with various insurance companies
  • Issue identification cards for clients
  • Assist in training new personnel
  • Other miscellaneous duties as assigned

Supervision Received:

  • Supervision by Department Manager

Supervision Provided:

  • N/A

Qualifications:

  • Ability to communicate effectively, both verbally and written
  • Detail oriented
  • Proficient in Word / Excel
  • Advanced knowledge in databased Agency Management Systems
  • (AMS360)
  • Minimum 2 years in Personal Lines Insurance
  • Dependable
  • Must be well organized
  • Able to multi-task
  • Must demonstrate sound judgment, outstanding decision, problem solving and analytical skills
  • Have the ability to work in a fastpaced production environment
  • Current California Insurance License – Property & Casualty

Employer’s Rights:

This job description does not list all the duties of the job. You may be asked by your supervisors or managers to perform other duties not described in this job description. You will be evaluated in part based upon your performance of the tasks and functions listed in this job description.

LBW has the right to revise this job description at any time. The job description is not a contract for employment, and either you or LBW may terminate employment at any time, for any reason not disallowed by law.

INSURANCE CLIENT TESTIMONIALS

  • The guys at LBW really helped us identify our key risks and gave us valuable insights on how to mitigate them

    “The guys at LBW really helped us identify our key risks and gave us valuable insights on how to mitigate them. Howard and Todd are both exceptionally informative and really easy to work with. As the CEO of an emerging-growth startup I highly recommend the team at LBW.”

    Marty Chaskin, Co-Founder and CEO of LockAware, Inc.

  • Thank you for the excellent job you do for my business, my employees, and my family.

    “"I want to thank you for the excellent job you and your team did on my recent fire claim. As you know, the fire we experienced at our property was devastating and the loss much larger than first anticipated. The LBW team stayed on top of the carrier and really pushed to get our claim handled as quickly and effectively as possible. As always, you and your team treated me like a VIP. This is just one more instance that confirms my decision to put both my business and personal insurance with you. More important than the follow-through provided when we experienced our loss, is your team’s continual review of our policies. It was those reviews that made sure we were adequately covered. Thank you also for making me look good in the eyes of the many folks I have referred to you. I know you will always take good care of those I send your way.”

    Rodney L. Gleicher, President G&G Properties

  • Your team works together seamlessly.

    “The service we receive from LBW has been outstanding! Your team works together seamlessly. LBW can be proud to have such helpful, attentive, competent and caring personnel willing to go the extra mile to help the clients they serve.”

    Barbara Frederick, Dir of HR at Filter Pump Industries

  • LBW has provided world class service and advice and I would recommend them to anyone desiring top quality insurance solutions.

    “"I want to take this opportunity to thank you for the outstanding personal attention and service we have received. The staff at LBW are not only very knowledgeable and courteous but they are also accessible both in person and by phone as needed. In addition to all of the personal assistance we have received your staff has well represented LBW as my advocate for quality insurance plans. From design, to enrollment, to administration; LBW has supported me through all of my employee benefits and business insurance choices. LBW has provided world class service and advice and I would recommend them to anyone desiring top quality insurance solutions."”

    Inna Tuler, President Maintco Corporation

  • I consolidated all of my policies with LBW and received excellent service and better coverage for less annual premiums!

    “I consolidated all of my various insurance policies (homeowner, auto, boat) with LBW and received excellent service from Millie and must say, better coverage on all for less annual premiums! I did not realize that I could get such great rates with AARP policies by using LBW as my agent!!! Highly encourage all my friends to check it out!!!”

    Jennifer Domingos