Personal Line Account Manager | Private Client Service

Job Description

Job Description

Insurance Personal Lines Account Manager
Location: Sparkill, NY
Salary: 70K Base Salary + commissions on new business sales
(Depending on experience and qualifications)

Position Summary
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