Licensed Insurance Personal Lines Account Manager

4 weeks ago


Boca Raton, United States Park Associates Inc Full time
Job DescriptionJob Description

The Personal Lines Account Manager is responsible for the day-to-day servicing of assigned accounts. You will work both independently and alongside producers in the new business and renewal insurance process. This is a dynamic role where you will be responsible for retaining your clients, fostering current/new relationships, managing clients insurance needs, positively interacting with your peers, and protecting/expanding your book of business.


Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Life Insurance

Mon-Fri Schedule

Evenings Off

Retirement Plan


Responsibilities
  • Onboard new business, cross sales/account rounding and referrals.
  • Educates clients on insurance/risk related issues.
  • Prepare quotes, proposals, and summaries of insurance, making sales presentations, and closing sales.
  • Answering clients requests in a timely manner in accordance with agency standards.
  • Gathering renewal insurance information, completing applications, and making insurance recommendations for designated accounts in accordance with agency and company guidelines.
  • Manage desk workload in accordance with agency procedures.

Requirements
  • Florida Property & Casualty insurance license (2-20 insurance license)
  • Minimum 3 years prior of Property & Casualty insurance experience
  • High level of accountability, positive attitude and a hunger for knowledge are a must
  • Excellent Communication, interpersonal skills, self-starter
  • Driven and goal-oriented


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