Personal Lines Account Manager/Producer - Duncan Financial Group

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. 

Duncan 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 opportunities

POSITION SUMMARY

Day-to-day maintenance and servicing of assigned Personal Lines accounts, including but not limited to:

• Maintaining a high level of client service and satisfaction
• Marketing & placement of renewal accounts as appropriate
• Achieving 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-motivated
• Ability to meet deadlines timely
• Strong written and verbal communication skills
• Exceptional organizational skills
• Detail oriented
• Ethical Conduct
• Personal Effectiveness/Credibility
• Relationship Building Skills

JOB 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 timelines
• Maintain 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 guidelines
• Review 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 bulletins
• Participate in any special projects at management’s request.
• Other duties as assigned

SPECIFIC 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 techniques
• Excellent time management, organizational and verbal and written communication skills
• High degree of self-motivation and self-direction 
• Keen attention to detail
• Confidentiality of financial, employee, and consumer information
• Excellent customer service skills

To hear from our team and view other opportunities with Duncan Financial Group, check out our career page at www.duncangrp.com/careers