Personal Lines Account Manager | Private Client | HNW
APR
Job Description
Job Description
Insurance Job: Personal Lines Account Manager | CSR
Insurance Agency Location: Deerfield Beach, FL
Salary: 50k-70k with commission
An Independent insurance agency is seeking a licensed personal lines account manager or personal lines CSR to service a book of personal insurance accounts. The insurance agency will require the personal lines account manager to respond to client calls about policy changes, updates and coverage questions, plus consult with clients on potential bundle saving opportunities. Up selling clients may be required to provide better personal lines coverages. This insurance account manager candidate will be responsible for providing timely and professional day-to-day client service working closely with the personal lines producer.
Responsibilities will include:
- Support and service a wide range of personal lines accounts
- Support agency producers with customer service related tasks.
- Liaison between clients, producers and insurance company representatives.
- Certificates, Endorsements, Binders, and first Claims
- Marketing, quoting, rating of new client business and account renewals.
Requirements:
- Property & Casualty Insurance License Required
- Experience with Auto, Home, boat etc. policies
- Minimum 3-5 years Independent Agency experience
- Knowledge of Microsoft Excel, Word and related software
- Experience using Applied Agency Management System (TAM or EPIC or AMS 360) is strongly preferred.
- Experience with high net worth clients is a plus
All inquiries will be kept confidential
Vacancy posted 13 days ago
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