Personal Lines Insurance Account Manager

Job Description

This is an opportunity to join an organization who, since inception, has the drive to be the best. This drive has made Mulling Insurance the most respected independent insurance agency in Polk County, Florida. We recognize the value of knowledgeable and highly trained personnel and continuously commit to investing in the future of our team members. Our proven sales system, comprehensive support and expert training are unmatched.

The Personal LinesAccount Manager works under the direction of the General Manager, to provide Personal Lines support in obtaining, maintaining, expanding, and servicing accounts. The ability to work in a fast-paced environment with strong attention to detail is essential. Candidates must be highly motivated and detail-oriented. Successful candidates will have excellent customer service skills and must be outcome-oriented. Only local candidates will be considered. Once training is completed and management feels employee is ready, employee will be allowed to work remote one day a week on a scheduled day.

With close to 60 years of continuous service, we are offering an opportunity for experienced insurance professionals to join our well-established culture of success. The ideal candidate brings an outstanding work ethic, positive attitude, and a desire to contribute to a winning team. We are looking for team members who are self-sufficient, customer service and results oriented.

Responsibilities (Essential Functions):

· Screen and process all Personal Lines applications, obtaining complete information from client.

· Review all applications, renewal requests, and endorsements for compliance with underwriting authority and guidelines.

· Process and solicit Personal Lines renewals on behalf of the sales agent.

· Handle client requests and solicit improved or additional coverages on behalf of the producer.

· Prepare and/or authorize ID cards for Auto clients when necessary.

· Initiate, screen, and prepare endorsement requests on Personal Lines.

· Handle mortgagee requests and inquiries by telephone and/or letter.

· Assist the producer and Accounting Department with collections and process cancellation requests.

· Rate and compute endorsement, cancellation, additional, or return premiums.

· Review company-produced policies and endorsements for accuracy.

· Keep up to date on rate, form, and coverage changes through bulletins and circulars, and maintain all Personal Lines manuals and rate books.

· Compute and type premium finance contracts as needed.

· Take claim reports and maintain claim files on clients handled.

· Participate in seminars and classes for skill and knowledge development.

· Perform other duties as required.

· Sitting for long periods working on a computer (6-7.5 hrs. a day)

· Using a computer for long periods (6-7.5 hrs. s day)

. Partial work from home schedule after 90 day period and successful performance review.

Authority:

· Authorize Personal Lines coverage binding within authority granted by carrier.

· Contact carriers as needed.

· Contact producers as needed.

· Maintain client files and client contact as needed.

Job Charter Measurement Standards:

· Submit required reports to General Manager in a timely manner.

· Adhere to and comply with established agency procedures.

· Adhere to standards of performance and/or service.

Desired Skills and Experience

· Must have at least a 440 license and be willing to obtain a 220 agent license within the 1st
year of employment

. Capable of consistent performance

· Outstanding work ethic

· Detail oriented personality

· Professional appearance and demeanor

· Teamwork and other-oriented individual

· Above average interpersonal skills, both verbal and written

· Proficient with Microsoft Office and other technology

About the Company

The Mulling Insurance Agency is committed to maintaining long-term, caring relationships and exceptional service by treating our customers as though we are in their shoes. The principles of personal and professional integrity are our guideposts. Our employees’ long term tenure is a testimony to our being a company who commits to invest not only in our clients, but also in the future of our agents.

Founded in 1957, Mulling Insurance continues to be owned and managed by the Mulling family. With over 35 dedicated professionals, we provide Personal Insurance, Business Insurance, Group Benefits and Financial Services so our clients may enjoy the convenience of having all of their insurance needs met by one agency.

We attribute our growth to our most important philosophy which is “Serve You First.” We purpose to be our client’s Advisor, Protector and Partner. Come join us!

Benefit Conditions:

• Only full-time employees eligible

COVID-19 Precaution(s):

• Social distancing guidelines in place
• Virtual meetings
• Sanitizing, disinfecting, or cleaning procedures in place

Management:

• Ops Manager

Work Remotely

• Hybrid after 90 days and successful performance review.

Job Type: Permanent

Pay: $42,000.00 - $52,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Supplemental pay types:

• Bonus opportunities
• Commission pay

Weekly day range:

• Monday to Friday

Work setting:

• In-person

Application Question(s):

• Are you willing to commute to our location in Auburndale, FL

Experience:

• Property & Casualty Insurance: 3 years (Required)

License/Certification:

• Property & Casualty License (220) (Required)

Work Location: In person