Account Manager

Company: Avenica
Location: Allentown
Posted on: May 8, 2025

Job Description:

Job Title: Account ManagerLocation Options: Shillington, PA Nazareth, PA Allentown, PAWorksite Arrangement: On-site Compensation: $65,000-70,000 Annually, based on experienceJob Summary: Avenica is currently evaluating talent for a Personal Lines Account Manager who will be responsible for managing existing client policies, processing renewals and rewrites, and providing exemplary customer service in the insurance industry. This position will require the ability to market cross-sell and up-sell insurance products, educate clients on coverage options, and maintain accurate and up-to-date records in the agency management system. The ideal candidate will possess a solid understanding of personal lines underwriting, strong communication skills, and a keen attention to detail. Key Responsibilities:

• Client Management & Service:
  • Handle existing client processes, including renewals and rewrites.
  • Provide in-house customer service and respond to client inquiries regarding insurance policies, claims, and coverage.
  • Cross-Selling & Up-Selling:
    • Market existing business for cross-sells and up-sells, transferring cross-sell opportunities to the Personal Insurance Producer.
    • Educate clients on coverage options, technology tools, and the ease of doing business with the agency.
    • Policy & Documentation Management:
      • Input customer applications into the agency management system from carrier rating applications and manually entered policies
      • Assemble required documentation such as applications, photos, and appraisals for submission to insurance carriers for policy issuance, and documentation.
      • Ensure new and renewal policies are accurate in terms of rating, key-entry, coverage, and signatures.
      • Renewal Process & Pricing Adjustments:
        • Monitor renewal process, verifying that policies are renewed, rewritten, or updated in the system.
        • Research alternative savings options for Renewals when there's a price increase, such as discounts, deductible adjustments, or rewrites.
        • Client Communication & Follow-Up:
          • Receive and respond to client calls regarding insurance, claims, evidence of insurance, or policy issues.
          • Maintain and update the client suspense system, following up on outstanding orders, reports, and correspondence.
          • Carrier Interfacing & Correspondence:
            • Manage carrier relationships and ensure compliance with agency standards.
            • Handle routine correspondence between carriers, the agency, and insured clients.
            • Process mail daily, scanning and documenting activities, and reaching out to clients as necessary.
            • Claims & Documentation Maintenance:
              • Provide new claims clients with adjuster contact information through email or postcard.
              • Review daily company downloads, updating descriptions for policy changes, cancellations, and other adjustments.
                Qualifications:

                • Minimum of 2 years' experience in a similar insurance position
                • Must be licensed according to state requirements.
                • Strong communication skills, both verbal and written.
                • Ability to understand personal lines underwriting and coverage.
                • Previous experience with AMS360 and Microsoft Outlook is a plus.
                • Proficiency in computer applications and accurate data entry is essential.
                • Ability to handle multiple tasks, prioritize effectively, and maintain attention to detail. Compensation & Benefits:Competitive salary based on experience, with opportunities for performance-based incentives and a comprehensive benefits package. Upon completing the application, you will be prompted to complete our HAALO inventory. HAALO is simply a way for us to understand your preferences, behaviors, and work styles. HAALO is a required step to complete this application. By submitting an application to Avenica, you are agreeing to be contacted via SMS text messages and email.

Keywords: Avenica, Lakewood , Account Manager, Executive , Allentown, New Jersey