Personal Insurance Account Manager

Personal Lines Insurance Account Manager

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

Responsibilities include:


• Handling High-Net-Worth accounts

• 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

• Must have experience with High-Net-Worth Personal Lines Accounts

• 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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