Now Hiring - LBW Insurance & Financial Services, Inc. - Personal Lines Account Manager in Valencia, CA

Full description of the position

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 HOs renewal decs 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% Medical and Dental Benefits paid

by LBW for the Employee, 401K plan with Match, and other excellent Benefits.

Normal work hours are 8:30 am to 5:00 pm Monday - Friday with a 1-hour lunch.

Hybrid work available.

Job Type: Full-time

Job Type: Full-time

Pay: $60,000.00 - $75,000.00 per year

Benefits:

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

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid work

Application Question(s):

• Do you hold a valid Property & Casualty License?

Work Location: Hybrid remote in Valencia, CA 91355