Open Position

Personal Lines Account Manager

Meeker Sharkey & Hurley is seeking a highly motivated account manager.

Primary Role and Responsibilities

  • Provide quality service to personal lines accounts adhering to Meeker Sharkey & Hurley core values:
    • Client Advocacy
    • Professionalism
    • Ambition
    • Caring
    • Independence
  • Develop a trusted advisor role with your client to determine carrier fit and cover analysis.
  • Update Agency Management System Image Right
  • Quoting/Proposals
  • New Business Issuance
  • Coverage Endorsements
  • Inform and educate clients about coverage, exclusions and exposures
  • Documents processed in Image right and AMS accordingly
  • Prepare proposals and applications; submit them to insureds and carriers
  • Obtain client signatures on all applications; follow up to ensure timely responses
  • Seek referrals from client base and follows through to develop new accounts and forward to marketing executive and or producer
  • Follows up on all open items accordingly to priority codes
  • Prepare summaries of insurance, schedules, and proposals for account reviews every other year with annual phone check in to discuss any changes to the exposures
  • Remarket, contact clients, and renew policies by agency standards along with the remarketing executive
  • Maintain electronic files accurately and consistently; Process incoming requests accurately and swiftly
  • Monitor cancellation activity with the quality manager to maintain proper coverage for the insureds
  • Handle invoicing for agency billed accounts
  • Respond to client’s day-to-day service requests accurately and on time including monitoring items delegated to the Quality Manager
  • Manage and develop carrier/underwriter relationships with major carriers. Chubb, Pure, Selective, Travelers, AIG, Pure, Hanover, Berkley One and others
  • Act as agency Liaison with Carrier/MGA marketing branch and home office staff and be a specialist for assigned carrier for agency resource
  • Refer current and prospective clients to Commercial Lines and Life/Benefits Departments via written correspondence for solicitation
  • Assist in design of or independently design insurance plans for clients
  • Visit appropriate clients in person
  • Build and maintain carrier relationships
  • Support with the monitoring and handling of any claim when necessary and in tandem with the Claims Manager
  • Assist or complete other tasks as directed by agency management
  • Account Round for non-existing lines of business
  • Retain accounts minimizing lost business

Qualifications and Education Requirements

  • High School Diploma
  • New Jersey Property & Casualty Insurance License
  • Proficient in Agency Management System AMS360 and Image Right, Pl Rater
  • Intermediate skills in Microsoft Word, Excel, Office 365, Indio, Outlook
  • Proficient in carrier on-line rating systems Chubb, Hanover, Travelers, Pure, AIG, etc.

Additional Preferred Education

Professional Insurance Designations, such as ACSR and AAI

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