Personal Lines Account Manager

2 weeks ago


Scottsdale, Arizona, United States APEX Full time
Job Description

At APEX, we are seeking a highly skilled and experienced Personal Lines Account Manager to join our team. As a key member of our insurance team, you will be responsible for managing and working with client's insurance policies and programs using expertise in the area of coverage of insurances for all personal lines of business.

Key Responsibilities:
  • Prepare new business and account renewal proposals.
  • Enter and maintain account data within agency management system (AMS 360).
  • Support Producer in day-to-day servicing client accounts, including direct contact with clients and insurance underwriters.
  • Prepare and process binders of insurance, policies, and endorsements, certificates of insurance, audits, and cancellations.
  • Develop and maintain strong technical knowledge of personal lines coverage & rating.
  • Use independent discretion and judgement in the matters of advising coverage and claim status and other insurance matters.
Requirements:
  • 5 plus years industry experience.
  • High School graduate or equivalent preferred.
  • Property & Casualty License.
  • Competent in use of Word, Excel, and Outlook.
  • Insurance programs a plus - AMS360 - Applied - EPIC.
What We Offer:

At APEX, we offer a dynamic and fast-paced work environment with opportunities for professional growth and development. We are committed to providing our employees with the tools and resources they need to succeed.



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