Personal Lines Account Manager | CSR

$60k - $80k

APR

La Crosse, WI

Job Description

Insurance Job: Personal Lines Account Manager | CSR

Insurance Agency Location: La Crosse, WI

Salary: $60k-$80k + Benefits

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

Apply

Vacancy posted 28 days ago

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