Now Hiring - Rollo Insurance Rockdale - Personal Lines Account Manager in Rockdale, TX

Full description of the position

Job Purpose The Personal Account Manager performs the following: aids the Agent and clients with service needs and makes changes to existing accounts. Meets service and/or sales standards and performs essential functions to the quality and service standards developed by the Agency. Primary Objectives: * Provides technical support to Agent, specifically in analyzing the client needs, coverage forms and quotations. * Completes applications in coordination with Agent, submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotation and policies. * Orders and issues binders, certificates, policies, endorsements, and other related items; verifies their accuracy; forwards them to client with appropriate correspondence. * Prepares summaries of insurance, schedules, and proposals for word processing as needed. * Processes renewals according to agency procedures. * Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between the client and carrier. * Verifies policy and policy change information, facilitating corrections when necessary. * Processes incoming requests, responding promptly and appropriately. * Uses agency credit and collection policy in invoicing and pursuing prompt payments; requests cancellations from the carrier according to agency standards. * Determines reasons for requests for cancellation; acts to save accounts, notifies Agent. * Process and follow up on cancellation requests to carriers to ensure accurate and timely resolution. * Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status according to agency procedures. * Identifies exposure to loss and recommends coverage in coordination with Agent Personal and Organizational Development * Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities. * Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors, and other business contacts. * Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance. * Interacts with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency. Working Conditions- * Large number of steps in complex system performed with accuracy and speed is essential to the successful completion of tasks * This job description is intended to describe the level of work required by the person performing the work. The principal duties outlined are the essential responsibilities and duties. Salary based on experience. Texas Property and Casualty License required within 90 days. Job Type: Full-time Pay: $15.00 - $20.00 per hour Education: * High school or equivalent (Required) Location: * Rockdale, TX (Preferred) Work Location: In person