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
Account Manager (Personal Lines Insurance)
Builds
Insurance policies, proposals, and service for individual clients and designated accounts.
Domain
Insurance / Personal Lines
Required skills
Personal lines underwriting and rating procedures, policy quoting and renewal, proposal preparation, contract analysis, exposure analysis, policy binding and endorsement management, cancellation handling, agency management system proficiency, carrier website utilization.
Preferred skills
California Department of Insurance License, college degree, 1-2 years of experience, MS Office Suite proficiency.
Responsibilities
Address coverage issues, prepare formal proposals, check and bind policies, handle cancellations, maintain accurate agency files, coordinate with Account Executives on strategic issues, issue auto ID cards and certificates of insurance.
Seniority
Entry-level to Mid-level, non-exempt