Personal Lines Account Manager

Employment Type

: Full-Time


: Sales

Please review the following job description:

Support Personal Lines producer by servicing existing clients and selling new and additional policies to existing and new clients. Be knowledgeable in Property and Casualty coverages, carrier guidelines, underwriting, legislative changes, and maintain relationships with clients and carrier representatives. Exercise independent decisions relating to client analysis of coverage, recommending coverage needs, as appropriate

Essential Duties and Responsibilities:
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1.Build and maintain key client and carrier relationships by phone, email and in person.
2.Assist assigned clients and Property and Casualty staff with service questions related to administration, billing, claims issues and problem solving, upon request.
3.Continually seek cross-sell opportunities and suggest new lines of coverage.
4.Work with producer and other members of team to monitor and manage the renewal process for assigned clients. Provide analysis and recommendation of coverage needs to present to client.
5.Attend and/or coordinate meetings with clients and/or producers to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
6.Prepare marketing information or provide required information to Client Center marketing contact. Once marketing options have been prepared, work with the Personal Lines producer to schedule and/or present renewal review to the client.
7.Schedule and conduct phone calls in coordination with Client Service Team or producer, and complete the implementation process.
8.Coordinate SalesForce review and documentation.
9.Provide administrative support on other tasks, such as assigned special projects and development of new ideas/services, as requested.
10.Become proficient in the Agency Management System, specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in Agency Management System. Also, understand how to use the system to acquire information to assist clients.
11.Attend seminars, classes and carrier meetings to keep abreast of new products available for clients.

Required Skills and Competencies:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1.Bachelor’s degree or equivalent education and related training
2.One year of Property and Casualty experience or equivalent experience
3.State-issued license
4.Good written and verbal communication skills
5.Good problem-solving skills
6.Good organizational skills
7.Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
8.Ability to travel, occasionally overnight

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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