Personal Lines Account Manager
4 weeks ago
Job Summary
The Personal Lines Account Manager at Oakbridge Insurance Agency LLC is responsible for managing existing accounts and assisting in the production of new business. This role requires providing prompt, efficient, and high-quality service in support of our customers.
Key Responsibilities
- Develop and maintain client relationships
- Manage new and existing accounts, including the renewal process, monitoring account activity, changes in exposure, and revisions in coverage
- Assist in ongoing risk evaluation of client exposures
- Manage billing functions, including invoicing, reviewing accounts receivable statements, reconciling account differences, and documenting collection issues
- Issue binders, EOP, ID Cards, insurance summaries, and handle related administrative functions
- Participate in client/carrier meetings
Requirements
- Ability to research, analyze, and solve problems independently
- Ability to work under minimal supervision
- Strong interpersonal, written, and verbal communication skills
- Excellent customer service, organizational, and time management skills
Preferred Qualifications
- 2 or more years of sales experience with Personal Lines Insurance
- Working knowledge of agency standard operating procedures and management systems
- Property and Casualty License
About Oakbridge Insurance Agency LLC
Oakbridge Insurance Agency LLC is a new kind of insurance and risk management agency with a mission to transform and elevate the way business is done in our industry. We offer a friendly and flexible work environment and provide first-class benefits to meet the needs of you and your family.
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