Insurance Account Manager

6 days ago


Chula Vista, California, United States Gpac Full time
Job Description

Job Title: Personal Lines Account Manager

Job Summary:

We are seeking a highly motivated and organized Personal Lines Account Manager to join our team at GPAC. As a Personal Lines Account Manager, you will be responsible for providing exceptional customer service to our clients, managing their insurance policies, and ensuring that their needs are met.

Key Responsibilities:

  • Review daily reports, change requests, claim notices, auto ID Cards, order MVR's and issue certificates
  • Review policies for accuracy. Prepare for producer delivery or mail/email directly to the client
  • Create summaries of insurance (renewals)
  • Mail renewal letters and update renewal information
  • Ability to quote with multiple carriers
  • Process EOI's,
  • All other assigned tasks
  • Accountabilities
  • Complete all assigned projects and tasks in a timely and efficient manner.
  • Interact with others effectively by utilizing oral and written communications.
  • Provide accurate and timely information to those you are charged with supporting
  • Process changes timely.
  • Keep client agency management system data updated by entering new data and documenting actions taken on behalf of the client

Requirements:

  • High School diploma with some college-level classes and or classes such as CIC/CPCU/ARM/CISR
  • Demonstrate excellent oral and written communication skills
  • Excellent organizational skills
  • Ability to prioritize and handle multiple tasks
  • Possess a high level of organizational skills
  • Ability to operate various computer programs (Microsoft Office Suite, Agency Management Systems, etc.)


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