Personal Lines Account Manager
The Barclay Group
Job Description
Job Description
Benefits:
- IRA
- Health insurance
- Paid time off
Essential Functions include but are not limited to the following:
- Daily account management of an assigned book of business including, but not limited to, policy changes, invoicing, premium breakdowns, ID Cards, and responding to policy inquiries.
- Provide expert advice and guidance on coverage options and policy changes.
- Develop and maintain strong relationships with clients and underwriters.
- Conduct regular policy reviews to ensure optimal coverage and client satisfaction.
- Stay updated on industry trends, regulations, and product offerings.
- Collaborate with team members to achieve departmental goals.
- Utilize agency management systems for accurate record-keeping and reporting.
- Obtain documents from select companies’ websites. (e.g. renewals and endorsements).
- Minimum of 3 years of experience in personal lines insurance.
- Active Property and Casualty insurance license required.
- Strong knowledge of personal lines products and coverage options.
- Excellent communication and interpersonal skills.
- Detail-oriented with strong organizational abilities.
- Ability to work independently and as part of a team.
- Positive attitude and commitment to providing outstanding customer service.
- Eagerness to learn and grow in a fast-paced environment
- Experience with AMS 360
- Familiarity with surplus lines markets and placements
- Health insurance
- Paid time off
- IRA
Vacancy posted more than 2 months ago
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