Ori-gen

Account Manager

• Serve as the primary day-to-day contact for assigned personal insurance clients
• Build and maintain strong client relationships through proactive communication and exceptional service
• Advise clients regarding policy changes, coverage options, endorsements, billing questions, and insurance solutions
• Process policy changes, endorsements, cancellations, evidence of insurance, and other servicing requests
• Respond to client inquiries via phone, email, and other communication channels
• Assist clients with claims reporting and coordinate with carriers to support the claims process
• Maintain complete and accurate client records within the agency management system
• Manage the renewal process for assigned accounts
• Review renewal policies for accuracy, coverage adequacy, and client needs
• Present renewal options and discuss coverage recommendations with clients
• Identify cross-sell and account rounding opportunities
• Coordinate with carriers to secure competitive solutions and maintain strong retention levels
• Ensure renewals are completed accurately and within agency timelines
• Assist with quoting and placement of new personal lines accounts
• Gather underwriting information and prepare carrier submissions
• Prepare proposals and coverage comparisons for clients
• Obtain signatures, required documentation, and completed applications
• Support Producers and referral partners in delivering a seamless client experience
• Review client insurance programs to identify potential gaps in coverage
• Educate clients regarding available coverages and policy enhancements
• Maintain compliance with agency procedures, carrier requirements, and industry regulations
• Ensure all client files and communications are documented accurately and thoroughly

Account Manager, Personal Lines