Licensed Insurance Personal Lines Account Manager
4 weeks ago
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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