Personal Lines Account Manager/CSR
4 weeks ago
Job Type
Full-time
Description
A Personal Lines Account Manager assists in the production, support and retention of personal insurance accounts. In addition to providing exceptional customer service, additional responsibilities for this position include, but are not limited to:
- Secure and submit required renewal underwriting information
- Renew coverage, remarket/rewrite existing accounts
- Quote and propose expansion business
- Make customer requested changes or cancellations and process related change requests and confirmations
- Receive claims information and report claims to companies
- Make claims follow up with customers
- Advise Clients of coverage and options, soliciting increases in coverage, resolve issues on behalf of the Client and/or Carrier
- Properly document all account activity and client/company communication
Requirements
- Preferred five years of practical experience in similar position at an independent agency with underwriting and rating background; must have previous personal Property & Casualty experience
- Requires an ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately
- Must be a self-starter with excellent time management and problem-solving skills
- Must embrace a client-focused, team mentality
- Must be proficient in MS Office tools and insurance management systems
- Previous working knowledge of Applied Epic or similar insurance account management software is preferred
- High School diploma required; Associate's and/or Bachelor's degree is preferred; additional insurance designations (CIC, CISR, etc.) are preferred
- Must have an active Property & Casualty insurance license
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