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Personal Lines Sales Account Manager

1 month ago

Fort Lauderdale, Florida, United States Virtual Full time
Job Title: Personal Lines Sales Account Manager

Vaco is seeking a highly motivated and customer-focused Personal Lines Sales Account Manager to join our team. As a key member of our sales team, you will be responsible for handling all inbound sales leads and providing exceptional customer service to our clients.

Key Responsibilities:
  • Provide quotes to new clients to enroll
  • Rate and prepare quotations when necessary
  • Mail binders and ID cards to insureds
  • Handle client telephone and mail requests for information; endorsements; cancellations and other services as required
  • Assist with accounts receivable control
  • Document all conversations with insured and/or other interested parties
  • Complete policy rewrites when necessary
  • Maintain and update the AMS 360 and Image Right database timely and accurately
  • Inform company and client of errors in policies or endorsements
  • Maintain knowledge of current legal and social conditions that may impact adequacy of policy coverage and limits
  • Maintain current state license
  • Attend appropriate classes and seminars
  • Sit for examinations as required
  • Setup and maintain agency files as required
  • Ensure that actions protect the agency from claims of liability for errors or omissions and that all tasks are professionally performed
Requirements:
  • Florida 220 Property & Casualty license
  • Knowledge of customer service functions such as rating; marketing; claims handling and coverage information
  • Strong commitment to service for the agency's clients
  • Effective written and verbal communications skills
  • Effective and efficient use of computer and related equipment
  • Good organizational skills; attention to detail and ability to respond to requests effectively and efficiently

This is a Personal Lines Sales role that involves handling all in-house leads, providing quotes, and ensuring exceptional customer service. If you are a motivated and customer-focused individual with a strong commitment to service, we encourage you to apply for this exciting opportunity.