Insurance Account Service Expert
5 days ago
APR is seeking a highly motivated Personal Lines Account Manager to join our team. As a key member of our organization, you will be responsible for delivering exceptional client service and driving business growth through strategic account management.
About the RoleThis is an exciting opportunity for a seasoned insurance professional looking to take their career to the next level. You will have the chance to work closely with agency producers, clients, and insurance company representatives to provide personalized service and support.
Salary and CompensationThe successful candidate can expect a salary ranging from $60,000 to $80,000 per year, plus benefits. This compensation package reflects the importance of this role in driving business success and delivering outstanding client experiences.
Key ResponsibilitiesThe Personal Lines Account Manager will be responsible for:
- Supporting and servicing a diverse range of personal insurance accounts.
- Collaborating with agency producers to deliver exceptional customer service.
- Handling new business sales calls, walk-in business, and other sales opportunities as needed.
- Cross-selling or account rounding up as necessary to ensure clients have the right coverage.
- Managing certificates, endorsements, binders, and first claims efficiently.
- Participating in marketing, quoting, rating, and selling of new client business and account renewals.
To succeed in this role, you must possess:
- A Property & Casualty Insurance License.
- Experience working with auto, home, boat, and recreational policies.
- Minimum 3-5 years of experience in an Independent Agency environment.
- Proven track record in insurance sales.
- Familiarity with account rounding/cross-selling techniques.
- Proficiency in Microsoft Excel, Word, and related software.
- Experience using Applied (TAM or EPIC) or AMS 360 agency management systems is strongly preferred.
- Bonus points for experience working with high net worth clients.
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