PERSONAL LINES ACCOUNT MANAGER

BAYCOAST INSURANCE LLC

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 process 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. Actively supports and incorporates company mission and core values into daily activities. Assist the producer on new and renewal marketing and placement.

Major Responsibilities

1. Handles a book of business with accuracy and efficiency. Reviews accounts and informs and educates clients about coverage, exclusions and exposures. Documents accordingly.
2. Conducts annual account reviews.
3. Participates in any Agency Incentive Plans.
4. Monitors renewal process by verifying all policies listed on the expiration list have been renewed or rewritten and remarketed as needed.
5. Receives phone calls from clients and companies regarding insurance, claims or administrative problems, and complies with the request and/or refers to the producer when necessary. Keeps producers fully informed of all important activities on their accounts.
6. Maintains a suspense system to follow up on outstanding endorsements, new business policies and correspondence and follows up on overdue suspense items.
7. Maintains electronic and/or paper files in an orderly, up-to-date manner with full policy detail and uses the system for all notes and diaries.
8. Is proficient and stays current with the Agency Management System, policies and procedures, and all other pertinent software programs.
9. Attends appropriate internal and external meetings relating to banking and insurance.
10. Sells insurance products with the ability to earn commissions.
11. Embraces the Bank's commitment to SOLUTIONS by seeking and recognizing opportunities to refer new business to different areas of the Bank, BayCoast Insurance, Plimoth Investment Advisors, BayCoast Financial, and BayCoast Mortgage.
12. Performs additional duties at management's request.

Qualifications

1. Good communication skills both verbal and written. Has a thorough understanding of personal lines underwriting and coverages.
2. Has the ability to perform multiple tasks in a complex working environment accurately and proficiently.
3. Possesses above average computer knowledge and skills. Has knowledge and experience

necessary for independent decision-making ability.

1. Must be licensed per state requirements.
2. Attends educational seminars.
3. Some travel may be required.
4. May work at any branch location as needed.

Office Equipment/Software Used:

• Windows-based desktop computer
• Inter-office network; Internet access; e-mail-internally, with carriers and with prospects/clients/others
• Agency Management System and related programs, Comparative Rating Software, ET File, Salesforce
• MVR, credit report, clue report software/website
• Telephone; fax; copier; printer

Physical/Work Condition Requirements:

In the performance of respective task and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodation for physical or mental disabilities will be considered on a case-by case basis. While performing duties the employee is required to sit, talk, hear, lift up to 20 lbs., and may be required to work evenings and/or weekends, attend remote meeting and/or travel.