Personal Lines Account Manager
Henry Insurance Service · Baton Rouge, Louisiana, United States
FULL TIMEpermanent
Job Description
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.
Take the next step in your career now, scroll down to read the full role description and make your application.
About the CompanyAt 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 ManagerProcess 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. xzbcwsv 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 Personal Lines Account Manager2 Years' Experience of Personal Lines Account ManagementLife and Health Insurance experience is a plusWorking knowledge and experience with Applied SystemStrong communication skills both verbal and writtenHigh level of proficiency and accuracy with spreadsheets, emails, and databasesAbility to relate to customers and carriers in a professional manner, providing excellent customer service and follow throughPersonal motivation and drive to be a proactive partner to our customers and our service teamsConfident, “go-getter” that can process insurance details in high volume, at a quick paceAbility to multi-task, quickly respond to changing priorities and accurately record data in an electronic environment
Take the next step in your career now, scroll down to read the full role description and make your application.
About the CompanyAt 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 ManagerProcess 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. xzbcwsv 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 Personal Lines Account Manager2 Years' Experience of Personal Lines Account ManagementLife and Health Insurance experience is a plusWorking knowledge and experience with Applied SystemStrong communication skills both verbal and writtenHigh level of proficiency and accuracy with spreadsheets, emails, and databasesAbility to relate to customers and carriers in a professional manner, providing excellent customer service and follow throughPersonal motivation and drive to be a proactive partner to our customers and our service teamsConfident, “go-getter” that can process insurance details in high volume, at a quick paceAbility to multi-task, quickly respond to changing priorities and accurately record data in an electronic environment
Details
| Company | Henry Insurance Service |
| Location | Baton Rouge, Louisiana, United States |
| Type | FULL TIME |
| Niche | general |
| Experience | permanent |