Account Manager, Personal Lines
Core
Manage a book of insurance business, providing professional service to clients, carriers, and underwriters while handling renewals, new accounts, and coverage negotiations.
Role type
Account Manager (Personal Lines)
Builds
Client retention, new client accounts, and lines of coverage
Domain
Insurance brokerage / Property & Casualty
Deliverable
client delivery
Required skills
P & C Insurance Producer License, client relationship management, quote review and proposal accuracy, underwriter negotiation, policy binding and summary creation, data entry, electronic record maintenance
Preferred skills
2+ years insurance brokerage experience, EPIC Agency Management System experience
Technologies
EPIC Agency Management System, Microsoft Word, Excel, Outlook
Responsibilities
Field client communications regarding coverage, policy changes, and payments; manage client renewal process including pricing negotiation and invoicing; review quote documents for insurance requirements; manage and delegate work to Assistant Account Managers; maintain client files using best practices; train team members on coverage and exposures