Account Manager Associate II - Personal Lines
Core
Assist Account Managers in the daily management of a group of accounts, focusing on client retention and service delivery for property and casualty insurance.
Role type
Associate Account Manager (Insurance Brokerage)
Builds
Policy issuance, renewals, and client service workflows for local businesses and individuals
Domain
Insurance brokerage / Property & Casualty
Required skills
Policy administration, data management, customer service, Microsoft Office, agency workflow adherence
Preferred skills
Clerical experience, Tennessee Property & Casualty License, EPIC system proficiency
Technologies
Microsoft Office, EPIC, Agency Management Systems
Responsibilities
Process cancellations, endorsements, reinstatements, and rewrites; Perform policy upload and issuance; Prepare policy summaries and identification cards; Update information in Agency Management System; Respond to customer inquiries; Send schedules and applications to insureds
Seniority
Entry-level / Associate