Account Manager, Personal Lines
Core
Servicing day-to-day needs of insureds and managing client renewals for personal lines insurance.
Role type
Account Manager
Builds
Client renewals, coverage proposals, and policy binders
Domain
Insurance (Personal Lines)
Deliverable
client delivery
Required skills
customer service, verbal and written communications, insurance account management, Microsoft Office
Preferred skills
experience with EPIC system
Responsibilities
Fielding calls and emails regarding coverage and policy changes, managing client renewal process including negotiation and invoicing, reviewing quote documents, managing client relationships, delegating work to assistants, managing relationships with underwriters, creating client policy summaries and binders, maintaining electronic records
Seniority
Mid-level IC
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