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Personal Lines (PL) Account Manager

Company: NFP
Location: Simi Valley
Posted on: May 16, 2019

Job Description:


Provide clients with expertise in the field of Personal Lines Insurance through a quality of service that maintains a long-term relationship both internally and externally. Maintain and develop existing and new customers through appropriate propositions, ethical sales methods, as a relevant internal liaison, to optimize quality of service, business growth, and customer satisfaction. Support Personal Lines Department.

To perform this job successfully, individual must be able to execute

each essential duty satisfactorily.

  • Disseminate appropriate needs of client as it relates to Personal Lines Insurance
  • Market to carriers to appropriate coverage
  • Facilitate requests and needs of Carriers on behalf of clients
  • Use independent judgment and discretion placing values and coverage's and makes appropriate recommendations to clients with matters of insurance
  • Take complete applications, including follow-up for documents required for processing in accordance with agency and carrier policies and procedures
  • Set the customers' expectations and educate them on the entire insurance process
  • Follow through on transactions to ensure policies are properly issued
  • Meet goals and objectives as agreed, comprehensive reviewed, and subject to modification
  • Complete special projects as assigned by management
  • Retain and grow assigned book of business, utilizing resources provided on a monthly basis to track and manage your profitability goals. Review your client base to find areas that would require additional protection to our clients, in areas that could represent a hazard where coverage may not currently be provided.
  • Support and assist agency producers and account executives


    • Insurance experience
    • May be required to work overtime as necessary
    • Attention to detail
    • Possess good analytical and problem solving skills
    • Must be able to read, analyze and reconcile financial reports
    • Insurance software required, Applied systems desired
    • Ability to work in and create Excel spreadsheets
    • Above average knowledge working in Microsoft Office
    • Ability to successfully interact with a variety of people
    • Self-confident to make sound independent decisions
    • Excellent written and verbal communication skills

Keywords: NFP, Simi Valley , Personal Lines (PL) Account Manager, Executive , Simi Valley, California

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