PERSONAL LINES ACCOUNT MANAGER

Join to apply for the PERSONAL LINES ACCOUNT MANAGER role at BayCoast Bank . Get AI-powered advice on this job and more exclusive features. Base pay range $42,532.00/yr – $57,000.00/yr Position Description Position Title: Personal Lines Account Manager Department: BayCoast Insurance LLC FLEXIBLE WORK PROGRAM ELIGIBILITY CODE: Hybrid Work (HW) Primary Functions Works as a team member to achieve department goals and overall company goals. Handles and processes new and renewal personal lines business. Provides in-house customer service to clients as assigned and requested. Works with producers on new business and renewals. May process direct bill daily deposit. Supports and incorporates company mission and core values into daily activities. Assists the producer on new and renewal marketing and placement. Major Responsibilities Handles a book of business with accuracy and efficiency, reviews accounts, and educates clients about coverage, exclusions, and exposures. Conducts annual account reviews. Participates in Agency Incentive Plans. Monitors renewal process, verifies policies, and remarkets as needed. Responds to client and company inquiries regarding insurance, claims, or administrative issues, and refers to the producer when necessary. Maintains a suspense system for follow-up on endorsements, policies, and correspondence. Maintains electronic and paper files with full policy detail, using the system for notes and diaries. Stays current with Agency Management System, policies, procedures, and software. Attends relevant meetings related to banking and insurance. Sells insurance products and earns commissions. Refers opportunities to other bank and company areas, supporting the Bank’s SOLUTIONS commitment. Performs additional duties as requested by management. Qualifications Good verbal and written communication skills, with a thorough understanding of personal lines underwriting and coverages. Ability to perform multiple tasks accurately in a complex environment. Above-average computer skills and experience necessary for independent decision-making. Licensed per state requirements. Attends educational seminars; some travel may be required. Work at any branch location as needed. Office Equipment/Software Used Windows-based desktop computer Inter-office network, Internet, email, Agency Management System, Comparative Rating Software, ET File, Salesforce, MVR, credit report, Clue report software/website Telephone, fax, copier, printer Physical/Work Condition Requirements Performs essential functions, with reasonable accommodations considered. Must be able to sit, talk, hear, lift up to 20 lbs., and work evenings/weekends or travel as needed. Additional Information Seniority level: Entry level Employment type: Full-time Job function: Sales and Business Development Industries: Banking #J-18808-Ljbffr