Personal Lines Sales Account Manager

2 days ago


Fort Lauderdale, Florida, United States Virtual Full time
Personal Lines Sales Account Manager

Vaco is seeking a highly skilled Personal Lines Sales Account Manager to join our team. As a key member of our sales team, you will be responsible for handling all inbound sales leads and providing exceptional customer service to our clients.

Key Responsibilities:
  • Provide quotes to new clients to enroll
  • Rate and prepare quotations when necessary
  • Mail binders and ID cards to insureds
  • Handle client telephone and mail requests for information; endorsements; cancellations and other services as required
  • Assist with accounts receivable control
  • Document all conversations with insured and/or other interested parties
  • Complete policy rewrites when necessary
  • Maintain and update the AMS 360 and Image Right database timely and accurately
  • Inform company and client of errors in policies or endorsements
  • Maintain knowledge of current legal and social conditions that may impact adequacy of policy coverage and limits
  • Maintain current state license
  • Attend appropriate classes and seminars
  • Sit for examinations as required
  • Setup and maintain agency files as required
Requirements:
  • Florida 220 Property & Casualty license
  • Knowledge of customer service functions such as rating; marketing; claims handling and coverage information
  • Strong commitment to service for the agency's clients
  • Effective written and verbal communications skills
  • Effective and efficient use of computer and related equipment
  • Good organizational skills; attention to detail and ability to respond to requests effectively and efficiently

This is a remote Personal Lines Sales role where you will be handling all in-house leads. You will not need to attend networking events, knock on doors, or drum up your own personal business. You will be working with potential clients who have filled out an inquiry for insurance quotes and are actively requesting assistance.



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