LBW Insurance & Financial Services, Inc.
is looking for an experienced Account Manager for our Personal Lines Department.
LBW is the largest family owned, independent full-service Insurance Agency in the Santa Clarita Valley area.
We are a boutique agency that provides very high quality, high touch levels of service to our clients and we are looking for the right person to join our terrific team.
*Primary Functions:*
Personal Lines Account Managers work in conjunction with an Account Executive to maintain and grow a book of personal accounts.
Provide excellent client service at all times in accordance with LBW philosophy.
Responsible for managing, evaluating, placing, and servicing of both new and renewal accounts.
Must possess the knowledge and ability to act independently in all phases of the personal account management process.
*Essential Duties & Responsibilities:*
* Update and change information in AMS from carrier downloads.
* Provide outstanding service, including client visits when necessary.
* Consistently provide the customer with prompt, knowledgeable and timely response to calls or inquiries.
* Document all calls, activities, and transactions in AMS360
* Identify, obtain, and analyze all information necessary to evaluate risk exposures and determine the appropriate coverages.
* Bind coverage; order binders/policies.
* Invoice agency bill/direct items and follow up for collection as needed.
* Check/Process policies and endorsements.
* Process incoming emails and mail
* Issue cancellation letters (for non-pay client bill policies) to the insured.
* Upload/Scan HO’s renewal dec’s – update policy info into AMS
* Quote new and renewing policies on carrier websites and/or PL Rater
* Issue renewal letters for all direct bill auto and direct bill homeowner policies
* Upload/Scan California Fair Plan renewal offers & issue renewal letters.
* Check payment status for non-payment cancellations with insurance companies.
* Issue identification cards for clients
* Assist in training new personnel.
* Other miscellaneous duties as assigned.
*Qualifications:*
· Must hold a current and in good standing California Insurance Property & Casualty License
· Ability to communicate effectively, both verbally and written
· Detail oriented and accurate
· Very Proficient in Word/Excel/Outlook
· Advanced knowledge in Agency Management Systems (AMS360 a Plus)
· Minimum 4 years of experience in Personal Lines Insurance
· Dependable, well organized and ability to multi-task
· Demonstrate sound judgment, outstanding decision making, problem solving, and analytical skills
· Able to work in a fast-paced production environment
· Team Oriented
· Reliable attendance
We offer a great working environment, competitive salaries, 100% Medical and Dental Benefits paid
by LBW for the Employee, 401K plan with Match, and other excellent Benefits.
Normal work hours are 8:30 am to 5:00 pm Monday - Friday with a 1-hour lunch.
Hybrid work available.
Job Type: Full-time
Job Type: Full-time
Pay: $55,000.
00 - $72,000.
00 per year
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Flexible schedule
* Health insurance
* Paid time off
* Vision insurance
Weekly day range:
* Monday to Friday
Work setting:
* Hybrid work
Application Question(s):
* Do you hold a valid Property & Casualty License?
Work Location: Hybrid remote in Valencia, CA 91355
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