Now Hiring - Paquin & Carroll Insurance - Professional Services Account Manager, Personal Lines in Biddeford, ME

Full description of the position

Description: Assists in the production of new accounts and the retention of existing accounts. Provides prompt, efficient, high-quality service to accounts. Essential Functions: * Maintains a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors & omissions claims. * Reviews renewals to determine if client has proper coverage. Offers and explains various company specific additional coverages. * Receives phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies. Completes changes/requests within 24 hours of receipt. Determines acceptability and placement, completes applications or endorsements, and collects premium when applicable. * Reviews existing accounts to determine if additional lines of insurance should be solicited and does so by mail and/or phone prior to renewal. * Receives and reviews all terminations and cancellations to determine action to be taken, and takes needed action within 72 hours of receipt. * Handles premium collection through form letters and requests cancellation of policies when necessary. * Solicits expiration dates for policies not written by agency. Expectations are an average of one expiration date per client serviced. * Actively solicits increases in limits and/or coverages or rounding out accounts through sales to clients at every service contact. * Actively seeks referrals from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system. Expectation is five referrals per week. * Documents all material conversations with insureds and/or carriers regarding exposures and coverages. * Performs other miscellaneous duties or special assignments as required or assigned. Working Conditions: * Physical surroundings are generally pleasant and comfortable with protection from weather conditions but not necessarily from temperature changes. * Normally seated with freedom of movement on a regular basis. * Extensive operation of computers and other office equipment requiring dexterity and coordination and frequent use of hands. * Fast-paced multi-tasking environment. General: * This job description is intended to describe the level of work required of the person performing the job. * Essential functions are outlined; other duties may be assigned as needs arise or as required to support the agency's essential functions. * This description is not intended as a contract and is subject to unilateral change and revision by management. * Any written contractual agreements will supersede this job description. Requirements: * High school graduate or equivalent. * Must have Property & Casualty insurance license as required by the State Department of Insurance to discuss and/or sell insurance in states where the agency functions. * Must be an assertive self-starter with the ability to influence others. * Should have demonstrated effective presentation skills through both verbal and written communications. * Willingness to adapt to change and perform as a team player. * Excels with time management and ability to prioritize tasks. * Excellent customer service skills. * Ability to adapt to changes in priorities quickly. * Able to work harmoniously, professionally, cordially and effectively with others, focusing upon the attainment of agency goals and objectives through a commitment to teamwork. * Ability to use personal computer, calculator, agency automation system (AMS), and proficiency in various software programs, including but not limited to PL Rating, Microsoft Word and Excel. * Ability to read/see documents and computer screens, to communicate in person and via the telephone and use a computer and other office equipment. * Is dependable and conforms to punctuality and attendance standards.