Insurance Relationship Manager

3 weeks ago


Simi Valley, California, United States Jobot Full time

Job Overview

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  • The Personal Lines Account Manager is responsible for managing client relationships, policy renewals, endorsements, claims handling, and providing excellent customer service to personal insurance clients.">
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About the Role

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  • 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.">
  • Utilize the EPIC agency management system to manage client accounts, document interactions, track tasks, and ensure accurate record-keeping.">
  • 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.">
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Requirements

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  • 1-2 years of experience in personal lines insurance account management.">
  • Proficiency in using the EPIC management system.">
  • Ability to manage multiple tasks and prioritize effectively.">
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Compensation

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We estimate an annual salary range of $60,000 - $80,000 based on national averages and industry standards.

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