Personal Lines Account Manager

Job Description

Personal Lines Insurance Account Manager

Established agency seeking to add a personal lines account manager to their team.

Responsibilities include:

• Client presentations and ability to resolve client concerns and issues


• Review and recommend coverages for clients with a focus on satisfaction, retention and rounding existing accounts


• Liaison between clients and carriers

• Ability to cross sell and service Standard Personal Lines accounts

• Ability to handle all types of personal insurance


• Order and process renewal & change requests


• Advise of coverage recommendations and assist clients with Insurance claims


• Assist in retaining accounts: follow up on cancelations & Broker of Record Letters


• Cross sell & round out accounts

Requirements:

• Must have an active P&C license


• Must have working knowledge of agency management software *Applied Epic Preferred, but not required

• Must have excellent presentation and communication skills


• Ability to multi-task and work in fast paced Insurance environment

• Ability to work within a team environment


• Ability to self-direct the completion of insurance related job duties

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