ALKEME Insurance · 1 day ago
Personal Lines Account Manager
ALKEME Insurance is seeking a Personal Lines Account Manager to meet the overall insurance needs of clients. The role involves providing professional service, managing complex accounts, and ensuring client retention while maintaining accurate records in the Applied EPIC system.
Responsibilities
Ability to handle complex accounts
Ordering and processing renewal and change requests with an emphasis on Personal Lines Insurance Risk Management
Prepares review letters on an annual basis, offering recommendations to clients based on analysis of clients insurance needs
Assists clients with reporting claims
Maintain accurate and current detailed information in the Applied EPIC system
Works to ensure that the agency goal of 95% retention is met
Acting proactively to market renewals, identify gaps or new available discounts, following up on outstanding billing notices, cancellations, and Broker of Record letters
Actively solicits and processes additional lines of coverage for all accounts both new and existing book of business
Available to provide basic information on all personal lines of insurance and directs clients accordingly
Maintains a courteous and effective relationship with clients, co-workers, Carriers, COI’s and other business contacts
Ability to share knowledge and skills with others
Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance
Utilizes good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency
Qualification
Required
College education with a minimum of 3 years insurance experience or a minimum of 5 years insurance experience
Must hold a valid Property Casualty Broker-Agent license
Ability to communicate effectively, both verbally and in writing, with others to explain complex issues, receive and interpret complex information, and respond appropriately
Knowledge of insurance products and usages
Knowledge of insurance markets and reference to markets
Ability to carry out complex tasks with many concrete and abstract variables
Prolonged periods of sitting at a desk and working on a computer
Must be able to pull or lift up to 15 pounds at times
Company
ALKEME Insurance
ALKEME is a full-service insurance agency providing businesses and individuals with an extensive array of commercial and personal insurance, employee and executive benefits, retirement and wealth management services.
Funding
Current Stage
Late StageTotal Funding
unknown2025-06-16Private Equity
Leadership Team
Recent News
Company data provided by crunchbase