Account Manager- Personal Insurance - John M. Glover Insurance Agency

Norwalk, CT

About the Job

Who We Are

JMG Insurance Corp has been servicing the insurance needs of the Fairfield County area since 1916! Since then, we have continued to grow and expand the North-East. The agency was built on the principles of providing superior customer service and quality insurance solutions for our clients, and we work hard to uphold these values today.

Our team strives to make the insurance process as simple as possible for our clients. As one of our clients, we will be there for you when you need us most. If an emergency occurs and you need to speak with one of our agents, you will be able to reach them at anytime. We thrive on the trust that our clients place in us, and we hope to build long-lasting professional relationships with each one.

As an independent agent, JMG Insurance Corp works closely with numerous insurance companies that have proven their reliability, stability, and performance over the years. Through our partnerships with these carriers, we are dedicated to getting you the best insurance products and services available today to protect you, your family, and your business.

Who You Are

The primary function of this position is to meet the overall insurance needs of our customers. The Personal Lines Account Manager must provide prompt, accurate, professional service to our customers, producers and company personnel in order to maintain and grow our personal lines book of business. Candidates must follow Personal Insurance workflows and procedures as defined by the department.

What You'll Do

Provide advice and counsel on personal lines matters to an assigned personal lines book of business. Meet daily servicing needs of our customers. Coordinate and oversee services provided by company service centers.

Assist producers by helping to evaluate current insurance program and offer alternatives based on coverage and price.

Evaluate prospect’s current insurance program and offer alternatives based on coverage and price for producers and ‘House” Accounts. Present proposals and finalize sale.

Ensure maximum retention of assigned personal lines book of business. Work proactively to re-market policies whenever appropriate.

Manage task reports regularly to include and not limited to: Expiration List, MIA Report, Cancellation Report & In Process/Submitted Report

Proactively conduct renewal reviews and address renewal ‘Alerts’ to ensure clients’ needs are met.

Maintain high proficiency level with carrier website rating systems and comparative rater to provide accurately priced alternative quotes to customers and prospects.

Monitor electronic activities closely for assigned book of business.

Remain current on coverage, forms and rates to effectively address customer’s insurance needs.

Ongoing solicitation of round out/round up coverage for all lines of PL business whether written through the Agency or not for producers and ‘House’ Accounts.

Quote and place new business from referrals, walk-ins and call-ins.

Make referrals to personal, commercial, life & health, financial and banking services.

Assume other job responsibilities as assigned by Manager.

What You Bring

-Minimum 2 years of Agency Personal Lines experience required

-Property and Casualty Producers license required

-Working knowledge of Word, Excel and the internet required

-Applied Systems ‘Epic’ system experience desired

-Working knowledge of Companies we represent desired

What We Offer

#IND1

Source : John M. Glover Insurance Agency