Personal Lines Insurance Account Manager
6 hours ago
The Personal Lines Account Manager is responsible for delivering exceptional client service and managing client relationships, policy renewals, endorsements, claims handling, and providing top-notch customer service to personal insurance clients.
Key Responsibilities- Maintain and service a book of personal insurance clients, addressing inquiries related to policies, coverage options, billing, and claims.
- Proactively manage the renewal process, including reviewing coverage needs, obtaining quotes from carriers, and presenting renewal proposals to clients.
- Process policy changes such as endorsements, cancellations, and new business submissions within EPIC.
- Assist clients with claims, provide guidance on the process, and follow up with carriers to ensure timely resolution.
- Conduct coverage reviews for existing clients to identify potential gaps and recommend appropriate insurance solutions.
- Utilize the EPIC agency management system to manage client accounts, document interactions, track tasks, and ensure accurate record-keeping.
- Communicate and negotiate with insurance carriers to secure the best terms and coverage for clients.
- Work closely with producers, underwriters, and other team members to provide excellent client service and ensure the successful management of accounts.
- Stay up-to-date with industry regulations and ensure all processes comply with company policies and insurance guidelines.
- 1-2 years of experience in personal lines insurance account management.
- Proficiency in using the EPIC management system.
- Strong knowledge of personal insurance products (homeowners, auto, umbrella, etc.).
- Excellent communication and organizational skills.
- Ability to manage multiple tasks and prioritize effectively.
- Insurance license (Property & Casualty) required.
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Personal Lines Account Manager
6 days ago
Tracy, California, United States Jobot Full time{"Job Title": "Personal Lines Account Manager", "Job Summary": "We are seeking a skilled Personal Lines Account Manager to join our team at Jobot. As a key member of our team, you will be responsible for managing client relationships, policy renewals, endorsements, claims handling, and providing excellent customer service to personal insurance clients.Key...
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Personal Lines Account Manager
7 days ago
Tracy, California, United States Jobot Full timeJob Summary:The Personal Lines Account Manager is responsible for delivering exceptional client service, managing client relationships, and ensuring seamless policy renewals, endorsements, and claims handling for personal insurance clients.Key Responsibilities:Maintain and service a book of personal insurance clients, addressing inquiries related to...
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Personal Lines Account Manager
2 hours ago
Tracy, California, United States Jobot Full timeJob OverviewWe are seeking a highly skilled Personal Lines Account Manager to join our team at Jobot. As a key member of our team, you will be responsible for managing client relationships, policy renewals, endorsements, claims handling, and providing exceptional customer service to personal insurance clients.Key ResponsibilitiesMaintain and service a book...
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Insurance Account Manager
3 days ago
Tracy, California, United States Jobot Full timeJob Summary:The Personal Lines Account Manager is responsible for delivering exceptional customer service to personal insurance clients. This role involves managing client relationships, policy renewals, endorsements, claims handling, and providing expert guidance on insurance products.The ideal candidate will have strong knowledge of insurance products,...
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