PERSONAL LINES ACCOUNT EXECUTIVE

Position Summary: Responsible for processing all applicable paperwork and for offering account servicing/billing/claims support to our agency partners

Department: Personal Lines

Job Location: Atlanta, GA

Primary Responsibilities (Other duties may be assigned):

  • Process and deliver all carrier downloads within our agency management system
  • Manage all physical mail from carriers and scan/deliver all applicable documents to our sub-­agents
  • Responsible for handling billing inquiries
  • Assist agency partners with reporting claims to carriers, sending payments to carrier, and issuing required paperwork to carrier
  • Manage commission discrepancies in our agency management system
  • Act proactively to help Account Manager retain accounts and offer superior customer service to our agency partners
  • Follow up on notices of cancellation and Broker of Record letters, according to agency procedures and standards
  • Maintain professional, courteous and valuable relationship with clients, co-workers, carriers and other professional contacts
  • Be accountable for your work and tasked responsibilities

Education/Experience:

  • Active Property and Casualty License (preferred)
  • Superb interpersonal skills, both written and verbal
  • Detail oriented and ability to multi-task
  • Ability to navigate multiple insurance carrier websites and our agency management system
  • Previous experience in the insurance industry is preferred
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