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Personal Lines Insurance Account Executive
2 months ago
Company: Cogswell Insurance Agency
At Cogswell Insurance Agency, we have been dedicated to offering our clients assurance and support since 1937. We are currently expanding our operations and are in search of a full-time Personal Lines Insurance Account Manager to enhance our vibrant team.
Role Overview:
This role is essential in assisting our clients with their home, auto, and various personal insurance requirements while ensuring exceptional customer service.
Key Responsibilities:
- Act as the primary contact for all client inquiries.
- Handle standard insurance tasks, including issuing auto ID cards, endorsements, and proof of property insurance.
- Support the completion of new and renewal applications, along with necessary correspondence.
- Evaluate and review the coverage needs of current clients during renewals or changes.
- Adhere to established workflows and maintain data accuracy within the agency management system.
Requirements:
- A valid Montana Property & Casualty Insurance license is mandatory.
- 401(k) plan with matching contributions.
- Comprehensive dental and health insurance.
- Disability and vision insurance.
- Paid time off for personal use.
- Monday to Friday
- In-person office setting.
- High school diploma or equivalent is required.
- Montana Property & Casualty Insurance License is required.
- Ability to commute to Great Falls, MT is necessary.