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Personal Lines Account Manager
3 months ago
Are you a customer-focus professional with experience in the property & casualty insurance industry? Are you looking to join a company that prioritizes both the customer & employee experience, one that creates a fun & healthy environment while supporting work/life balance? If you answered yes, this may just be the perfect role for you
Our customer is a family owned insurance agency that has been established for more than thirty years. They specialize in personal lines property & casualty insurance with a heavy emphasis on home owners, condo, auto, and flood. We are currently searching for a Personal Lines Account Manager for their office in Clearwater. They are looking for a team player who is a self-starter, detail oriented, customer focused, and can multi-task in a fast paced environment.
Responsibilities:
- Consult with customers by telephone or via email in order to provide information about products and services, to take orders or cancel accounts, etc.
- Resolve customer service or billing inquires by performing activities such as explaining billing, processing requests for refunds, and submitting updated invoices.
- Check to ensure that appropriate changes were made to resolve customer problems.
- Assist the agent with any guidance needed to process new business or endorsements on policies.
- Approves all cancellation requests and processes them according to the applicable statutes and underwriting rules.
- Review all reinstatements and process in system. Notify agent of reinstatement.
- Review all comments and referral correspondence provided.
- Document all pertinent comments relating to a risk each time it is handled. This is including but not limited to coverage changes, endorsement processing, rating changes, underwriting eligibility issues, etc.
Job Requirements:
- Experience as a Customer Service Representative, preferably at least one to two years of previous P&C experience
- 4-40 or 2-20 license required
- Proficient in Microsoft Office
- Strong Organizational skills
- Strong verbal and written communication skills
Schedule: 9am to 5:30pm Monday to Friday, with some flexibilty as needed - ONSITE only
Benefits: Benefits stipend, PTO, and holiday pay
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
