Account Manager
Current*Manage the Personal Lines Department.*Cultivate and maintain productive working relationships with clients which has resulted in significant new business from referrals.*Efficiently manage policy renewals: policy reviews, recommendations, proposals, and explanations to customers.*Partner with third party vendors, including Acuity, American Modern, Arlington Roe, Auto Owners, Hagerty, Progressive, Travelers, Safeco, West Bend, etc.*Communicate coverage, examples, risks, etc. to policyholders to ensure they are aware of policy specifics.*Trusted resource for documentation of electronic files, signatures, informtaion, etc. to ensure all state and company requirements are met.*Known for prioritizing customer communications and requests efficiently.*Prepare auto identification cards, evidence of property, certificates of insurance, and summaries of insurance. *Continuously attend classes provided to grow in the knowledge of insurance by ISO and company specifics. *Audit changes completed on client documentation to confirm accuracy.*Known for ensuring the initial quote is accurate before submitting to underwriting to assure the risk level qualifies and will not have issues. *Established resource for discussing initial claims with clients, transfer information to companies as needed for claims. Work with third parties on any issues that arise.*Collaborate with internal or external teams when applicable.