Personal Lines Account Manager
At The Liberty Company, we believe work should feel meaningful, supportive, and energizing. We’re redefining what it means to build a career in insurance by putting people, purpose, and possibility at the center of everything we do. If you’re looking for a place where collaboration is genuine, growth is encouraged, and your work truly matters, you may have just found your JOB—your Joy of Being. We offer competitive compensation, a robust benefits package, paid time off, holiday pay, continued education support, and company-sponsored programs to promote stress management and community involvement.
We’re searching for an exceptional Account Manager for personal lines clients to join our growing team remotely in our Saraniti office located in Lorain, OH. If you’re a great culture fit and this role sounds like your next step, we’d love to hear from you!
Position Summary:
Provide prompt, accurate, and courteous service to clients, producers, and company personnel in a professional and positive manner. Handle all tasks associated with obtaining, maintaining, expanding, and servicing existing accounts in accordance with all agency procedures and carrier guidelines. This includes processing applications, policy changes, account reviews and renewal remarkets, up-selling existing policies, and cross-selling new policies. Support company growth by working with producers, management, and other personnel on special projects or duties as directed.
Major Responsibilities:
- Work with Account Executive and/or Department Lead for guidance and training on all aspects of servicing clients.
- Primarily responsible for standard and non-standard Personal Lines accounts.
- Process all applications, policies and endorsements for clients, review for accuracy.
- Update Applied EPIC policy accounts with most current information as received.
- Review renewals for significant changes, alert producer as needed.
- Follow up on notices of non-payment per agency procedures and notify producer of cancelled/expired policies for rewrite.
- Respond to carrier memos and process any necessary updates.
- Prepare and process requests for ID cards, evidence of property, certificates of insurance, and binders.
- Process claim reports according to carrier procedures or forward to Liberty claims dept. as needed.
- Process agency bill renewals & invoicing.
- Review monthly Aged Accounts Receivables Report provided by accounting dept.
- Inform producers of all important activities on their accounts.
- Offer a cross-sell to every client that has only one line of business with the company.
- Quote higher limits and coverages when processing endorsements for potential up-sell.
- Market renewal business as appropriate, alert producer of possible rewrite.
Performance Expectations:
- Service Company and clients in a manner to avoid potential exposure to E&O claims.
- Alert management of incidents that may require management assistance or approval.
- Respond to phone calls and e-mails within acceptable timeframe not to exceed 24 hours.
- Process client requests (e.g. ID cards, certs, binders) within 24 hours of request.
- Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in EPIC
- Utilize Applied EPIC suspense system to follow up on outstanding items in a timely manner to avoid overdue situations.
- Prioritize workload and request assistance as necessary to reduce backlog.
- Participate with management and other departments/personnel on special projects and other duties as needed.
- Keep current on rates, forms and coverage changes through bulletins, trade publications, and seminars.
- Participate in seminars and classes for skill and knowledge development.