Job Details

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 help walk-in/phone-sales questions

• 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
• Bilingual fluency in English & Spanish - required
• Must have working knowledge of agency management software

• 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

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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