Personal Lines Account Manager

What We Are Seeking At BR Insurance Group, Inc, we are proud to offer an opportunity to join our supportive, relationship-driven environmen t where no two days are the same. As an independent insurance agency, our focus is on serving individuals, families, and businesses with the goal of making a difference. As part of our team, we encourage problem solving and independent thinking. Job Responsibilities Process renewals for Personal Lines policies, ensuring accuracy, timely follow-up, and seamless continuation of coverage. Issue certificates of insurance and related policy documents in accordance with client and carrier requirements. Maintain and update client accounts within the agency management system (Agency Matrix) to ensure accurate policy information and detailed activity notes. Attach and organize policy documents, correspondence, and client files within the management system for efficient recordkeeping. Respond promptly and professionally to client and carrier emails, providing excellent customer service and policy support. Process policy changes, endorsements, cancellations, and reinstatements as needed. License: Property & Casualty (ANY state) 2 years of Personal Lines insurance experience with an independent insurance agency Preferred Skills Some College; No Degree License: Property & Casualty (FL) Areas of Expertise: Dwellings, Flood/Wind/Hail, High Value Homes, Homeowners & Renters, Motorcycles & ATVs, Personal Auto, Personal Liability/Personal Umbrella Management Rating Systems: Agency Matrix (will train) #J-18808-Ljbffr