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 accounts
Domain
Insurance / Personal Lines
Deliverable
client delivery
Required skills
Property and Casualty Insurance License, Microsoft Office proficiency, insurance coverage analysis, policy review
Preferred skills
Continuing Education, sales and cross-selling
Technologies
Outlook, Word, Excel, Teams
Responsibilities
Build strong relationships with clients, process new and renewal business, correspond with insurance companies, answer client and underwriting questions, assist with claims processing, keep informed about new coverages
Seniority
Entry to Mid-level, individual contributor
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