Description
Personal Lines Account Manager able to manage a book of business at an independent insurance agency. Proficient in agency management software, excellent communication skills, and familiar with comparative raters.
Responsible for retaining current clients, writing new business that is referred to us, and customer service requests.
Essential Duties and Responsibilities :
Leading renewal process (obtaining quotes, creating proposals, preparing
applications, etc.)
Issuing auto ID cards & certificates of insurance etc.
Identifying opportunities to enhance coverages
Inside service including quoting and writing business for new and existing
accounts
Taking payments from customers / upload to appropriate company website
Handle and oversee account renewals, remarkets, endorsements, billing and
claims
Review accounts for current, accurate coverage and cross selling
Primary contact for clients
Answer calls & email inquiries & perform insurance related functions
Maintaining account files & documentations
Preparing & submitting policy change requests
Marketing of Insurance Products
This description is not meant to be all-inclusive and may be modified from time to time at
the discretion of management.
Education / and or Experience :
High school diploma or the recognized equivalent, required
2+ year of related insurance P & C insurance experience, required
P &C insurance license
Intermediate knowledge of Microsoft Word, Excel, Outlook and EPIC
Other Qualifications :
Able to work independently and enjoy a high degree of interaction with team
members
Ability to learn & comprehend multiple carrier / underwriting guidelines
Ability to contribute to a collaborative environment by consistently
demonstrating teamwork, high motivation, positive behavior and effort to achieve
goals and objectives
Self-motivated and driven
Maintain a sense of urgency and ability to work with and meet deadlines
Demonstrates excellent time management and prioritization skills
The ability to multitask, prioritize, work independently, and use discretion
surrounding sensitive information
This position is a hybrid role (2-3 days in the office). Locations considered would be Tracy, Ontario or Los Alamitos.
LI-Hybrid
Pay Details :
Annual Salary : $45,000 - $54,000
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