Personal Lines Account Manager/Customer Service
3 weeks ago
Position Overview
Insurance agency in Lincoln, CA seeking a Full-time Personal Lines Account Manager for a busy office. Fun, family atmosphere in the agency. Stay local, don’t commute to Sacramento. The successful candidate will have a current Property & Casualty license in good standing and at least 3 years-experience as a Personal Lines Account Manager.
Responsibilities and Duties
· Quoting new personal lines policies for agents – auto, home, umbrella, RV’s
· Marketing renewals and presenting quotes to the insured
· General servicing of an established book of personal lines business
· Processing endorsements, cancellations, and reinstatements
· Claim reporting
· Providing prompt, accurate & courteous service/communication to the clients, agents, and insurance company personnel
· Checking policies and endorsements for completeness and accuracy
· Identifying and following-up on cross-selling opportunities when appropriate
Qualifications and Skills
· California Property & Casualty license required
· Minimum of 3 years relevant personal lines insurance experience
· Working knowledge of AMS360 preferred
· Ability to work in a paperless environment
· Proficiency in MS Word and Excel
· Attention to detail and excellent organizational skills
· Comprehensive knowledge of insurance industry standards, practices, and procedures
· Strong customer service skills
· Have a genuine willingness to learn, be intuitive, resourceful, and be coachable
· Have an upbeat, positive, and enthusiastic attitude
· Be a great self-starter with a sense of urgency
· Cultivate relationships with new clients and nurture relationships with current clients
· Must be highly self-motivated and career-minded
Company DescriptionLong term insurance agency in downtown Lincoln. Many wonderful restaurants and shops within walking distance.Company DescriptionLong term insurance agency in downtown Lincoln. Many wonderful restaurants and shops within walking distance.-
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