Summary: We’re seeking a brilliant Personal Lines Account Manager; come be a part of our agency and work with clients that appreciate the value that brings as an established, reputable company.

Personal Lines Account Manager duties:

• Time with Company: 0-2 years

Responsibilities: The Account Manager for the Personal Lines department will be responsible for completing the following duties.

• Phones: Customer service representatives will be responsible for answering and transferring calls. They will also be responsible for knowing the difference between a transfer, blind transfer, and when to use conference calling.
• Outlook Navigation: Customer service representatives will be responsible for using proper email etiquette when sending and receiving emails.
• Applied Epic Navigation: Customer service representatives will be responsible for a number of tasks, when using EPIC Navigation.
• New Business Process: Customer service representatives will be responsible for completing new business processes.
• Endorsement Processing/Servicing Accounts: Customer Service representatives will be responsible for taking requests and noting the date and time that the request was received. The role also includes processing endorsements through EPIC. Any processing of mail, scans, and/or attachments must be completed ASAP.
• Certificates & Al Endorsements: Customer service representatives will be responsible for knowing how to read and issue CERT requests. They will also be responsible for knowing when and how to add additional insureds and other endorsements.
• MVR/Loss Run Ordering & Reading: Customer service representatives will be responsible for processing & interpreting MVRs and ordering loss runs.
• Renewals
• Obtain loss runs when necessary
• Complete applications and supplementary applications when needed
• Obtain updated information from customer
• Add to marketing when necessary
• Cross-Selling: Customer service representatives will be responsible for understanding how to complete cross-sells, while also understanding the importance of them for TIS. They will also be responsible for tracking their number of cross-sells completed.

Licensing Requirements:

• Active Property and Casualty license; must remain compliant with licensing requirements

Benefits:

• Competitive guaranteed hourly wage
• Commission incentives for selling
• 401k with 3% employer matching contribution
• Employee Healthcare through Cal Choice (employer covers 75% of EE)
• Paid holidays for salaried positions
• Competitive PTO package from date of hire
• Company Health and Wellness plan
• Standing/sitting work stations
• 45 year established insurance brokerage with niche markets
• Paid product training
• Continuing education
• Career advancement opportunities
• And much, much more!

This is a Full-Time, permanent position!