The personal accounts specialist is an integral link in the business relationship that is created by our agency, our clients, and our companies. Frequently clients rely on the account specialist to explain, select and place their insurance coverage’s. The individual account specialist needs to objectively assess the underwriting practices of our companies when placing coverage. In additional to fundamental rating, underwriting, endorsement processing, and procedural skills; the personal accounts specialist position requires excellent communication skills combined with sales abilities.
- Provide superior service to our clients by promptly responding to their inquiries and addressing their individual needs to the products and services our agency provides.
- Complete applications on behalf of our clients for all Personal lines coverage’s, including price quotations and comparison, for all of the companies we represent.
- Underwrite and place individual risk situations to ensure they meet our agency’s standards and those of the companies we represent.
- Responsible for reviewing assigned accounts to assess coverage needs and recommend changes when necessary.
- Actively develop account sales for assigned clients by soliciting single policy clients for additional policy sales in a manner consistent with our agency marketing plans.
- Assist receptionist and other agency personnel when necessary.
- Perform additional functions at the direction of Agency Management.
- Individual account specialist is responsible for maintaining a daily new business and payment transmittal with upload reports for Personal lines business which will be submitted to accounting daily.
- Have all required forms prepared and readily available, daily.
