Account Manager - Personal Insurance
Core
Facilitate positive relationships with clients, carrier staff, and internal teams to manage personal line insurance accounts.
Role type
Account Manager (Personal Insurance)
Builds
Personal line insurance policies and quotes for individual clients
Domain
Insurance brokerage / Personal lines
Deliverable
client delivery
Required skills
client relationship management, policy administration, quote preparation, carrier marketing, file organization, Microsoft Office Suite
Preferred skills
property & casualty licensing, independent thinking, problem-solving
Responsibilities
manage a book of personal line accounts, prepare quotes and proposals, respond to policy inquiries, maintain renewal controls, check policies and endorsements for accuracy
Seniority
Junior to Mid-level, hands-on IC
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