Personal Lines Associate Account Manager
Core
Retain existing personal lines accounts and generate new business for a book of business valued between $800k and $1.2M in premium volume.
Role type
Associate Account Manager (Personal Lines)
Builds
Personal lines insurance policies and risk management solutions
Domain
Insurance / Personal Lines
Required skills
Personal lines underwriting knowledge, comparative rating, proposal preparation, renewal review, billing processing, customer service, carrier relationship management, Microsoft Office proficiency
Preferred skills
Professional designations, prior personal lines experience, customer service background
Responsibilities
Gather risk management recommendations and prepare proposals for new and existing accounts; perform renewal reviews and confirm coverages; process endorsements and billing requests; handle client inquiries and assist with claims coverage information; maintain carrier underwriting and marketing information; manage agency files and systems.
Seniority
Mid-level, individual contributor