LBW Insurance and Financial Services LBW Insurance and Financial Services
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Personal Lines Account Manager

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Position Description

LBW Insurance & Financial Services, Inc. is looking for an experienced Account Manager for our Personal Lines Department.

LBW is the largest family owned, independent full-service Insurance Agency in the Santa Clarita Valley area. We are a boutique agency that provides very high quality, high touch levels of service to our clients and we are looking for the right person to join our terrific team. 

Primary Functions:

  • Personal Lines Account Managers work in conjunction with an Account Executive to maintain and grow a book of personal accounts. 
  • Provide excellent client service at all times in accordance with LBW philosophy. 
  • Responsible for managing, evaluating, placing, and servicing of both new and renewal accounts. 
  • Must possess the knowledge and ability to act independently in all phases of the personal account management process.

Essential Duties & Responsibilities:

  • Update and change information in AMS from carrier downloads. 
  • Provide outstanding service, including client visits when necessary. 
  • Consistently provide the customer with prompt, knowledgeable and timely response to calls or inquiries. 
  • Document all calls, activities, and transactions in AMS360 
  • Identify, obtain, and analyze all information necessary to evaluate risk exposures and determine the appropriate coverages. 
  • Bind coverage; order binders/policies. 
  • Invoice agency bill/direct items and follow up for collection as needed. 
  • Check/Process policies and endorsements. 
  • Process incoming emails and mail 
  • Issue cancellation letters (for non-pay client bill policies) to the insured. 
  • Upload/Scan HO’s renewal dec’s – update policy info into AMS 
  • Quote new and renewing policies on carrier websites and/or PL Rater 
  • Issue renewal letters for all direct bill auto and direct bill homeowner policies 
  • Upload/Scan California Fair Plan renewal offers & issue renewal letters. 
  • Check payment status for non-payment cancellations with insurance companies. 
  • Issue identification cards for clients 
  • Assist in training new personnel. 
  • Other miscellaneous duties as assigned.

Qualifications:

  • Must hold a current and in good standing California Insurance Property & Casualty License
  • Ability to communicate effectively, both verbally and written 
  • Detail oriented and accurate 
  • Very Proficient in Word/Excel/Outlook 
  • Advanced knowledge in Agency Management Systems (AMS360 a Plus) 
  • Minimum 4 years of experience in Personal Lines Insurance 
  • Dependable, well organized and ability to multi-task 
  • Demonstrate sound judgment, outstanding decision making, problem solving, and analytical skills 
  • Able to work in a fast-paced production environment 
  • Team Oriented 
  • Reliable attendance 

We offer a great working environment, competitive salaries, 100% Paid Medical & Dental Benefits for the Employee, a matched 401K plan, and other excellent Benefits.

Salary range is $55,000 - $72,000 per year and is negotiable depending on experience.

Our normal work hours are 8:30 am to 5:00 pm Monday - Friday (Pacific time zone) with a 1-hour lunch. Must be able to work within these hours.

Onsite/Hyrbid work available

Job Type: Full-time

To apply: Send resume to Sandra Phillips at sandrap@lbwinsurance.com

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