Tanner, Ballew and Malloof, Inc.

Personal Lines Account Manager

Position Summary

The Personal Lines Account Manager is responsible for daily servicing, retention and rounding of Personal Insurance Accounts.

 Key Responsibilities (other duties may be assigned)

      Market all new business requested

      Begin the renewal process for all clients including quoting and proposal development

      Handle daily servicing of accounts - coverage questions, endorsements, cancellations, billing issues

      Provide consistent, accurate, and timely communication to clients

      Account rounding and retention of existing clients

      Remain informed regarding industry information, legislation, and new technology

      Understand contracts, carrier products and coverage forms

      Know the underwriting and rating procedure for all types of Personal Lines policies

 Professional Experience/Qualifications

      High school diploma or equivalent, some college helpful

      Minimum of 3 years Personal Lines insurance experience preferably with high net worth clientele

      Proficiency with MS Office applications

      Excellent analytical, organization and multitasking skills

      Strong work ethic and attention to detail

      Exceptional verbal and written communication skills

      Experience with Applied Epic is preferred by not required

      Valid P&C License

Interested candidates should email their resume to insurance@tbmins.com.