Personal Lines Account Manager | Remote

Job Description

Job Description

Title: Personal Lines Account Manager

Location: Eden, WI | Remote

Salary : $60-$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 ensure clients have the appropriate amount of insurance protection. 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 and insurance company representatives.

Responsibilities will include:

• Support and service a wide range of personal lines accounts
• Support agency producers with customer service related tasks.
• Handle incoming new business sales calls or walk-in business as needed
• Cross-sell or account rounding as needed ensuring clients have appropriate coverage
• 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, and recreational policies
• Minimum 3-5 years Independent Agency experience
• Experience with insurance sales
• Experience with account rounding/ cross-selling
• Knowledge of Microsoft Excel, Word and related software
• Experience using Applied (TAM or EPIC) or AMS 360 agency management systems is strongly preferred.
• Experience with high net worth clients is a plus

All inquiries will be kept confidential