Personal Lines Account Manager
Core
Service existing clients and help develop new client relationships in the insurance industry.
Role type
Personal Lines Account Manager
Builds
Insurance policies and client relationships
Domain
Insurance
Deliverable
client delivery
Required skills
Property and Casualty Insurance License, Microsoft Office (Outlook, Word, Excel, Teams), ability to understand and analyze insurance coverages, forms and policies
Preferred skills
High school diploma, two years of college, two years of experience in the insurance industry
Responsibilities
Build strong relationships with clients to maintain existing business and acquire new accounts, Process new and renewal business, endorsement requests, proofs of insurance, and review policies, Correspond with insurance companies and clients to update or verify necessary information, Answer client questions about insurance coverages and needs, Answer insurance company underwriting questions about client accounts, Assist with claims processing when applicable, Assist with marketing when applicable, Keep informed about new coverages and products, Look for opportunities to make new sales and cross-sell