Personal Lines Account Manager
2 weeks ago
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.
The ideal candidate will have strong knowledge of insurance products, proficiency with the EPIC management system, and the ability to work closely with team members to deliver top-quality service.
Key Responsibilities:- 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.
- Conduct coverage reviews for existing clients to identify potential gaps and recommend appropriate insurance solutions.
- Utilize the EPIC agency management system to manage client accounts, document interactions, track tasks, and ensure accurate record-keeping.
- Communicate and negotiate with insurance carriers to secure the best terms and coverage for clients.
- 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.
- 1-2 years of experience in personal lines insurance account management.
- Proficiency in using the EPIC management system.
- Strong knowledge of personal insurance products (homeowners, auto, umbrella, etc.).
- Excellent communication and organizational skills.
- Ability to manage multiple tasks and prioritize effectively.
- Insurance license (Property & Casualty) required.
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Personal Lines Account Manager
4 weeks ago
Tracy, California, United States Jobot Full timeJob Summary:The Personal Lines Account Manager is responsible for delivering exceptional client service and managing client relationships, policy renewals, endorsements, claims handling, and providing top-quality service to personal insurance clients.Key Responsibilities:Maintain and service a book of personal insurance clients, addressing inquiries related...
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Personal Lines Account Manager
1 month ago
Tracy, California, United States Jobot Full timeJob OverviewWe are seeking a highly skilled Personal Lines Account Manager to join our team at Jobot. As a key member of our team, you will be responsible for managing client relationships, policy renewals, endorsements, claims handling, and providing exceptional customer service to personal insurance clients.Key ResponsibilitiesMaintain and service a book...
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Personal Lines Account Manager
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Personal Lines Account Manager
4 weeks ago
Tracy, California, United States Jobot Full timeJob SummaryThe Personal Lines Account Manager is responsible for managing client relationships, policy renewals, endorsements, claims handling, and providing excellent customer service to personal insurance clients.The ideal candidate will have strong knowledge of insurance products, proficiency with the EPIC management system, and the ability to work...
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Personal Lines Insurance Account Manager
1 month ago
Tracy, California, United States Jobot Full timeJob SummaryThe Personal Lines Account Manager is responsible for delivering exceptional client service and managing client relationships, policy renewals, endorsements, claims handling, and providing top-notch customer service to personal insurance clients.Key ResponsibilitiesMaintain and service a book of personal insurance clients, addressing inquiries...
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Personal Lines Insurance Account Manager
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Tracy, California, United States Jobot Full timeJob Summary: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.Key Responsibilities:Client Management: Maintain and service a book of personal insurance clients, addressing inquiries related to policies,...
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Personal Lines Insurance Account Manager
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