Personal Lines Account Manager

2 hours ago


Old Tappan, New Jersey, United States APR Full time
Job Overview

APR is seeking a licensed Personal Lines Account Manager to service a book of personal insurance accounts. The ideal candidate will have a strong background in customer service and insurance sales, with the ability to respond to client inquiries and provide timely and professional day-to-day service.

Key Responsibilities
  • Support and service a wide range of personal lines accounts
  • Support agency producers with customer service related tasks
  • Handle incoming new business sales calls or walk-in business as needed
  • Cross-sell or account rounding as needed to ensure clients have appropriate coverage
  • Liaison between clients, producers, and insurance company representatives
  • Certificates, endorsements, binders, and first claims
  • Marketing, quoting, rating of new client business and account renewals
Requirements
  • Property & Casualty Insurance License Required
  • Experience with auto, home, boat, and recreational policies
  • Minimum 3-5 years Independent Agency experience
  • Experience with insurance sales
  • Experience with account rounding/cross-selling
  • Knowledge of Microsoft Excel, Word, and related software
  • Experience using Applied (TAM or EPIC) or AMS 360 agency management systems is strongly preferred
  • Experience with high net worth clients is a plus


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