Insurance Portfolio Manager

5 days ago


Petoskey, Michigan, United States GPAC Full time

Job Summary:

We are seeking an experienced Insurance Portfolio Manager to join our dynamic team at GPAC. In this role, you will be responsible for managing commercial insurance policies and accounts, fostering clear communication among stakeholders, and driving growth in our commercial insurance portfolio.

About the Role:

  • Policy Management: You will accurately update policies and account information, ensuring policy accuracy and compliance with industry regulations.
  • Client Communication: Engage with clients, producers, and carrier underwriters regarding policy and coverage inquiries, providing exceptional customer service and building strong relationships.
  • Renewal Management: Compile and oversee account renewal information, identifying opportunities for growth and optimizing our commercial insurance portfolio.

Requirements:

  • Licensing: Valid Property & Casualty Insurance license is required.
  • Experience: 3-5 years of experience in an independent agency or retail brokerage, preferably in a similar role.
  • Technical Expertise: Strong knowledge of commercial lines coverage and rating is essential.
  • Technology Proficiency: Familiarity with online rating software and carrier systems, including Applied TAM, EPIC, or AMS360, as well as Microsoft Office (Word, Excel, Outlook).

Benefits:

  • Competitive compensation aligned with experience
  • Comprehensive health insurance
  • Retirement options
  • Professional development opportunities in a supportive work environment

How to Succeed:

To excel in this role, you should possess excellent communication and organizational skills, with the ability to work independently and as part of a team. A strong attention to detail, analytical skills, and proficiency in technology are also essential.

GPAC is an Equal Opportunity Employer.



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