Personal Lines Insurance Manager
5 days ago
At Field Waldo Agencies, we are seeking a highly skilled and experienced Personal Lines Account Manager to join our team.
Job Summary:
The Personal Lines Account Manager will be responsible for managing and working with client's insurance policies and programs, utilizing 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 judgment in the matters of advising coverage and claim status and other insurance matters
Requirements:
- 5+ years industry experience
- High School graduate or equivalent preferred
- Property & Casualty License
- Competent in use of Word, Excel, and Outlook
- AMS 360 Experience a plus
Personal Qualities:
- Must be confident, great communicator with the ability to communicate in English, as well as oral and written communication skills
- Work well under pressure and time deadlines
- Ability to work in a fast-paced environment
- Must have a sense of urgency and ability to prioritize quickly and efficiently
Work Environment:
Must be able to work in a well-lighted or dim-lighted office environment, temperature-controlled area, air-conditioned or heated offices at reasonable temperatures.
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