Personal Lines Account Manager | Private Client | HNW
4 months ago
- Support and service a wide range of personal lines accounts
- Support agency producers with customer service related tasks.
- Liaison between clients, producers and insurance company representatives.
- Certificates, Endorsements, Binders, and first Claims
- Marketing, quoting, rating of new client business and account renewals.
- Property & Casualty Insurance License Required
- Experience with Auto, Home, boat etc. policies
- Minimum 3-5 years Independent Agency experience
- Knowledge of Microsoft Excel, Word and related software
- Experience using Applied Agency Management System (TAM or EPIC or AMS 360) is strongly preferred.
- Experience with high net worth clients is a plus
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