Personal Lines Insurance Account Manager

4 weeks ago


Jeffersonville, Vermont, United States J Edward Staffing LLC Full time
Servicing Personal Insurance Accounts

As a Personal Lines Account Manager at J Edward Staffing LLC, you will be responsible for servicing assigned personal insurance accounts in accordance with the company's practices, policies, and procedures. This includes reviewing and analyzing personal accounts for coverage, limits, and making appropriate recommendations to clients. You will also develop and maintain relationships with clients to ensure that all service needs are met, and contribute to meeting departmental production goals. Additionally, you will gather information from clients and prepare applications regarding new and/or renewal coverage, prepare policy quotes based on client needs, rates, and coverages, and prepare all transactions for assigned accounts. You will also maintain the accuracy of data in the agency management system and may handle collections of premiums due. The ideal candidate will have experience servicing personal accounts within an insurance agency, thorough knowledge of personal lines coverages and markets, and experience with an electronic agency management system. Active Producer license is also required. The selected candidate will be able to work in a team environment and have excellent organizational, interpersonal, and communication skills.

Key Responsibilities:
  • Review and analyze personal accounts for coverage and limits
  • Develop and maintain relationships with clients
  • Contribute to meeting departmental production goals
  • Gather information from clients and prepare applications
  • Prepare policy quotes based on client needs
  • Maintain the accuracy of data in the agency management system
  • Handle collections of premiums due

Requirements:
  • Experience servicing personal accounts within an insurance agency
  • Thorough knowledge of personal lines coverages and markets
  • Experience with an electronic agency management system
  • Active Producer license

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