Personal Lines Account Manager - Collins & Associates : Job Details

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Collins and Associates Corporation is an established and growing national insurance agency with locations in Grand Rapids, Kingsley, Harbor Springs and Indian River, Michigan. Collins and Associates Corporation is a leading-edge innovator in commercial and personal insurance, specialty insurance and risk management programs. Rather than positioning ourselves as just another broker, we have built our company to be a source of ideas, knowledge and imagination that can bring real value to your business and proactively protect you and your family.

A successful Personal Lines Account Manager excels in both oral and written communication, engaging effectively with customers and colleagues. They possess a deep understanding of insurance products and carriers and approach their work with meticulous attention to detail. This candidate thrives in a self-directed environment, demonstrating strong decision-making and negotiation skills in fast-paced settings. Their adept time management and multitasking abilities enable efficient handling of responsibilities, allowing them to prioritize tasks and pursue new sales opportunities while nurturing existing client relationships for measurable growth. They embody a front-line, customer-service-oriented personality characterized by friendliness, approachability, and a positive, cooperative attitude, fostering strong relationships with stakeholders.

Job Responsibilities:

• Prepare and present complete and competitive insurance quotes, subject to agency and company procedures
• Bind coverage with carriers subject to carrier guidelines and complete policies for issuance
• Run, convert to excel, and work from an Expiration list to proactively conduct monthly account reviews for your book of business to improve retention, enhance client coverages, and to sell additional lines of coverage, including Life Insurance
• Complete revenue report in excel tracking new and lost business
• Submit claims to the carriers for clients and follow up on those claims
• Build and maintain rapport with co-workers, clients, and company personnel
• Maintain underwriting and company knowledge by attending training with carriers and vendors within the industry
• Open Mail/date stamp and hand off to rating or processing
• Print certificates of insurance for personal and commercial lines
• Maintain small book of business, account round where applicable
• Maintain front desk, client waiting area and conference room for meetings. i.e. coffee, water, refreshments, candy for dish up front, food for meetings
• Manage walk in clients and process quick and simple change requests such as adding a vehicle, etc
• Identify accounts set up for non-renewal and connect with customer/company to discuss

Required Qualifications

• Possesses High School diploma or equivalent
• Holds a property/casualty agents license
• Has three or more years or more of insurance experience.
• Has ability to perform multiple tasks in a complex working environment efficiently
• Possesses an energetic, supportive, and responsive manner with external customers
• Will begin working on insurance designation within 6 months of beginning employment
• Will pursue continued education from the Society of CIC towards a C.I.S.R. or C.I.C. designation

Preferred Skills:

• Actively supports and incorporates company mission and core values into daily activities
• Maintains a positive and respectful attitude with colleagues
• Works as a team member to achieve department goals and overall company goals
• Demonstrates positive customer service skills, internally and externally, with effective communication, respect, and integrity
• Maintains confidentiality of all information related to clients, customers, employees, carriers, or as appropriate, other information
• Consistently reports to work on time prepared to perform duties of position
• The location of the role will be in person in our Harbor Springs, Michigan office
• Hours for the role is as follows: 8:00am to 5:00pm Monday Thursday, 8:00am 4:30pm Friday (Memorial Day through Labor Day we close at 4:00pm on Friday)
• Reporting relationship will be to the Chief of Operations & Planning
• The above statements are intended to describe the general nature and level of work being performed by the people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified

Salary and Benefits:

We offer competitive salaries and benefits including medical/dental/vision plans, employer paid life insurance, Flexible Savings Account, short term and long-term disability, 401K, with a match, cell phone reimbursement, educational expense reimbursement, paid vacation, paid personal time, paid holidays, possible relocation package and more.

• Seniority level Not Applicable

• Employment type Full-time

• Job function Customer Service
• Industries Insurance

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