Personal Lines Support Account Manager

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Keystone Agency Partners

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 2020

💸 Finanças

🤝 B2B

💰 Private Equity Round em 2023-01

Insurance • Finance • B2B

Keystone Agency Partners é uma plataforma de corretagem de seguros em rápido crescimento que adquire e faz parceria com agências de seguros independentes em todo os Estados Unidos. A empresa fornece serviços de excelência e investimento de capital para desbloquear potencial e impulsionar o crescimento rentável das suas agências parceiras. Keystone Agency Partners apoia agências de seguros independentes, permitindo que mantenham sua identidade de marca enquanto se beneficiam de recursos aprimorados e apoio estratégico, possibilitando-lhes alcançar seus objetivos financeiros e o futuro planejado.

Descrição

• Operate independently across varying agency environments, adapting quickly to local book compositions while consistently applying enterprise workflows and documentation expectations. • Triage and clear personal lines service backlogs including endorsements, evidence of insurance, mortgagee updates, billing inquiries, ID card requests, cancellations, reinstatements, policy checks, and renewal preparation. • Execute standardized workflows and standard operating procedures (SOPs). • Assist with processing evidence of insurance at scale, maintain lender/mortgagee lists, manage rush requests, and apply industry standard quality controls. • Support heavy personal lines tasks such as underwriting documentation, carrier-required forms, driver/membership updates, and review of inspection or eligibility requirements. • Communicate directly with clients, carriers, producers, and account managers to acknowledge requests, set expectations, and provide updates following standardized templates and communication protocols. • Coordinate remarketing efforts for accounts triggered by premium changes, eligibility issues, underwriting changes, or client request. • Document all servicing work in the AMS with consistent activity codes, checklist completion, attachments, and audit ready detail. • Identify and escalate E&O risks, bottlenecks, unresolved carrier issues, or documentation gaps. • Support agency teams during staffing transitions by temporarily managing assigned servicing queues and meeting defined SLAs. • Deployed for short-term engagements, supporting one or multiple locations virtually or on site depending on needs. • At the conclusion of each deployment, provide a complete documented wrap up including open items, next steps, renewal statuses, client commitments, and file artifacts. Recommendations for backlog and long-term improvement will also be included and shared with the Director of Product Management, Personal Lines.

🎯 Requisitos

• Minimum of 3-5 years of personal lines agency servicing experience. • Active Property & Casualty license required. • Strong personal lines knowledge across major lines (Homeowners, Auto, Umbrella, Dwelling Fire, Recreational Vehicles, Specialty Personal Lines, and High Net Worth carriers/programs). • Ability to manage complex personal lines accounts including multi location households, tiered carrier programs, high-value homes, and accounts with multiple drivers/vehicles or specialty exposures. • Expertise in issuing evidence of insurance, processing endorsements, preparing renewals, and coordinating personal lines remarketing submissions. • Experience supporting high net worth or complex personal lines accounts preferred. • High throughput and accuracy - comfortable operating from structured backlogs or SLA-driven queues. • Proficiency with Microsoft 365 (Outlook, Teams, Excel) and AMS workflows. • Advanced proficiency in the Agency Management System (Applied Epic), carrier portals, and document processing tools. • Strong client communication skills, including expectation-setting and issue de-escalation. • Excellent attention to detail with audit-ready documentation habits. • Ability to immediately adapt to different team styles, workflows, and book compositions while upholding enterprise standards. • Strong organizational and prioritization skills across competing deadlines. • Ability to work independently and collaboratively. • Ability to travel 10-15%, depending on assignment needs. • Ability to pass a criminal background check, as permitted by law.

🏖️ Benefícios

• Competitive Salary • Health Insurance Plans (PPO, HSA, Copay Options) • Dental Insurance • Vision Insurance • Company Paid Disability Insurance • Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance • 401(k) with Safe Harbor Match • Paid Time Off • Paid Holidays