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  • The Standard

    Account Manager

    New Orleans, LA, United States

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    At The Standard, you’ll join a team focused on putting our customers first. Our continued success is driven by a high-performance culture. We’re looking for people who are collaborative, accountable, creative, agile and are driven by a passion for doing what’s right – across the company and in our local communities. We offer a caring culture wher

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Personal Lines Account Manager

New Orleans, LA, United States

Lakeview Insurance is an independent insurance agency offering a comprehensive suite of insurance solutions to protect our clients from the unexpected. We don’t just sell insurance. We work closely with clients to help them make important and informed decisions every day when it comes to protection and their future. We are a family business that treats staff with courtesy, respect, and empowerment.

Personal Lines Account Managers are accountable for building and maintaining relationships with clients and carrier representatives all while providing outstanding customer service. This position requires an ability to demonstrate good judgment in various situations. The Customer Relationship Manager role is a reflection of the agency whether in relating with a client or in everyday activities within the community. A positive outlook and growth-minded spirit are vital.

Pay: $30000 - $60000 / year

Benefits

Competitive salary commensurate with experience

Opportunity for bonus and incentives based on performance

Opportunity for growth within the company

Major Medical Insurance

Short-term and Long-term Disability Insurance

Voluntary Life, Vision, and Dental Insurance

PTO

Paid Holidays

Retirement Savings Account

Company events

Responsibilities

Day to day responsibilities include but are not limited to

Servicing of assigned accounts, based on agency best practices

Maintaining a high level of client service and satisfaction

Marketing & placement of assigned new business submissions and renewal accounts

Achieving department account new business sales and retention goals through proactive account rounding, up-selling, and by providing extraordinary client service

Skilled communication, sound decision-making, and self-reliance are necessary attributes of day-to-day activities.

Other general duties include but are not limited to

Maintaining client files and ensuring proper documentation through processing policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., within established timelines

Maintain control of renewal expiration lists, binders, and any aged receivables

Perform annual review and risk exposure analysis of renewal policies for proper coverage

Respond to client inquiries, incoming e-mail, mail, and company requests.

Prepare billing following credit and collection policies

Review all items to be processed, to ensure items were received as ordered

Maintain current knowledge of underwriting requirements of carriers

Participate in continuing education courses for insurance and sales skills

Keep current with industry trends by reading appropriate journals and company bulletins

Participate in any special projects at management's request

Qualifications & Education

Two-year associate college degree required; four-year college degree preferred

Experience and expertise with technology and skilled in Adobe Pro, Word, Excel, Outlook, and operation of phone systems

Excellent time management and organizational capabilities

Advanced verbal and written communication skills

Desire to acquire and maintain a thorough knowledge of the insurance industry products and practices

A high degree of self-motivation and self-direction

Knowledge of brokerage operations including claims handling, procedures, rating, agency management system, and applicable insurance laws

Familiarity with risk assessment and risk management techniques

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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