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Personal Lines Account Manager

Company/organization: Ollis/Akers/Arney
Contact: Stacye Perriman
Email:
Phone: 4178818333
Website: https://www.ollisakersarney.com/

 

Company Description

Ollis/Akers/Arney is a group of trusted risk and benefit advisors that specialize in Business Risk, Employee Benefits and Personal Risk.  As an employee-owned company, we provide investment opportunities, career advancement, and education and training.  We feel our greatest asset is our people, courteous professionals who know that our clients expect and deserve the very best.  Established in 1885, Ollis/Akers/Arney continues to grow and add new members to its team of professional advisors.

 

Position Description

We currently have an opportunity for an Account Manager in our Personal Lines Department.  This position is responsible for providing exceptional service and support of current and prospective clients, carriers, team members and Advisors. 

Additional duties may include:

  • Provide excellence in customer service to existing and prospective client base as well as internal staff.
  • Take new business call-ins and requests and make referrals to appropriate departments.
  • Determine if desired coverage fits with Ollis/Akers/Arney carriers.
  • Present quotes and proposals to clients.
  • Review client coverage levels and policies to ensure they meet client needs, agency standards, and standards of the companies represented; recommend changes as needed.
  • Prepare quotations, proposals, binders, endorsements, and coverage summaries to provide exceptional care to customers.
  • Prepare and submit new business and/or account renewals to carrier marketplace according to established procedures.
  • Order and issue binders, certificates, policies, endorsements, and other related items; verify their accuracy; provide documentation to client with appropriate correspondence.
  • Provide technical support to Advisors to include cross-selling and upgrading opportunities.
  • Perform general office duties including answering phones, making copies, preparing faxes, etc.
  • Follow through on all inquiries, requests, and submissions to ensure timely receipt and response.
  • Maintain and update activity records in agency management system according to current process and procedure (including requesting plan documents from carriers & imaging into database).
  • Ensure documents and guidelines in the Personal Lines tab on the intranet are up to date as notifications are received.
  • Perform additional duties as requested by Advisor, management or team members.

Position Skills and Requirements

Associate’s degree or equivalent college coursework in business or a related field preferred.  Must be a licensed Missouri Property & Casualty Producer.  Minimum of two years’ work experience in the insurance industry required, preferably in an Account Manager role.  Must possess or be actively engaged in obtaining the Certified Insurance Service Representative (CISR) designation within first 12 months of employment.

The ideal candidate will have strong communication skills, ability to work well independently as well as in a team environment, strong attention to detail, and the ability to multi-task in a paperless environment.

To Apply

Candidates may complete an employment application at 2274 E Sunshine, Springfield, MO 65804, online at ollisakersarney.com, or email a resume to hr@ollisaa.com.

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