Personal Lines Account Manager- Hybrid

Company: Duncan Financial Group
Location: Indiana
Posted on: May 28, 2023

Job Description:

At Duncan Financial Group, our mission is to help clients build and protect a better financial future. - Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. - At Duncan, we know that our greatest asset is our employees. - -Duncan Financial Group is quickly expanding both organically and through acquisition. - With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us. -Easy Apply- Send resumes directly to the human resources department with the job title as the subject line- jennifer.roman@duncangrp.comDuncan offers a robust benefits package with the following:

• Hybrid work arrangement (office/remote)
• Competitive Compensation
• Five United Healthcare Medical plans to choose from, one of which is 100% free for employees and their families
• United Healthcare Dental plan- free for employees
• United Healthcare Vision plan
• Company paid Life Insurance with additional supplement life options for employees and their families
• Short Term Disability
• Company Paid Long Term Disability
• 401(k)- Company Match (Safe Harbor)
• Supplemental insurance including Critical Illness, Accident, Prepaid Legal
• PTO with prior employer matching
• Paid Holidays
• Financial support of continuing education and additional development and certifications
  • Bonus program for suggested certifications
  • Social and Philanthropic opportunitiesPOSITION SUMMARYDay-to-day maintenance and servicing of assigned Personal Lines accounts, -including but not limited to:
    Maintaining a high level of client service and satisfactionMarketing & placement of renewal accounts as appropriateAchieving agency account retention goals through proactive account -rounding, up-selling of limits and coverages, and by providing extraordinary -client service -KNOWLEDGE, SKILLS & ABILITIES

    Ability to multi-task, accuracy, dependability, sense of integrity, and self-motivatedAbility to meet deadlines timelyStrong written and verbal communication skillsExceptional organizational skillsDetail orientedEthical ConductPersonal Effectiveness/CredibilityRelationship Building SkillsJOB DESCRIPTION

    Support Producers' sales efforts by handling accounts once bound -Perform annual review and risk exposure analysis of renewal policies for proper -coverage, incorporating information obtained from client -Maintain MIS client files and ensure proper documentation, by processing all -policies, endorsement changes, invoices, binders, certificates of insurance, -documentation, activities, etc., according to agency procedures, and within -agency timelinesMaintain control of renewal expiration lists, binders, and any aged -receivables in accordance with agency guidelines. -Respond to client inquiries, incoming e-mail, mail, and company requests in -accordance with agency guidelinesReview all items to be processed, to insure items were received as ordered. -Participate in courses for insurance/sales skills. -Maintain current knowledge of -underwriting requirements of carriers. -Keep current with industry trends by -reading appropriate journals and company bulletinsParticipate in any special projects at management's request.Other duties as assignedSPECIFIC EDUCATION OR EXPERIENCE

    Appropriate State license(s). -Favorable certifications include CISR or ACSR designation; currently -enrolled in INS or API program. -Extensive knowledge of all lines of personal insurance, including -sophisticated and less common coverages, especially those products -represented through agency -Thorough knowledge of brokerage operations including -claims handling, procedures, personal lines rating, agency -management system, and applicable insurance laws/codes -Experience and expertise in operating in electronic environment; excellent automation skills, including MIS, Outlook, Word, Excel, document management -software, carrier proprietary systems, and phone systems -Familiarity with risk assessment and risk management -techniquesExcellent time management, organizational and verbal and written -communication skillsHigh degree of self-motivation and self-direction -Keen attention to detailConfidentiality of financial, employee, and consumer informationExcellent customer service skillsTo hear from our team and view other opportunities with Duncan Financial Group, check out our career page at www.duncangrp.com/careers -Powered by JazzHR

Keywords: Duncan Financial Group, Pittsburgh , Personal Lines Account Manager- Hybrid, Executive , Indiana, Pennsylvania