Senior Account Manager - Personal Lines Insurance
Core
Provide highest quality service to customers and cross-sell within the existing book of business for personal lines insurance.
Role type
Senior Account Manager (Personal Lines)
Builds
Service operations and policy administration for designated accounts
Domain
Insurance (Personal Lines)
Deliverable
client delivery
Required skills
Personal lines underwriting and rating procedures, quote new business and renewal options, prepare proposals and applications, maintain agency EPIC files, handle cancellations, prepare and check policies with endorsements, utilize carrier websites for marketing and rating
Preferred skills
California Department of Insurance License, 2-4 years of experience, MS Office Suite proficiency, experience with specific carrier websites (Safeco, Allied, Travelers, Chartis, ACE, Chubb, Fireman's Fund)
Technologies
EPIC, carrier websites (Safeco, Allied, Travelers, Chartis, ACE, Chubb, Fireman's Fund), MS Office Suite
Responsibilities
Address coverage issues and perform contract and exposure analysis, issue auto ID cards and handle endorsement activity, prepare formal proposals and bind policies, update Summary of Insurance for clients, remarket accounts, document conversations in EPIC files, check policies for accuracy and applicable endorsements, handle cancellations legally
Seniority
Senior, hands-on IC