Insurance Account Manager

4 weeks ago


San Diego, California, United States Jobot Full time
About the Role

We are a fast-growing insurance broker seeking a licensed Personal Lines Account Manager to support one Producer's book of personal insurance accounts.

Key Responsibilities
  • Respond to client calls about policy changes, updates, and coverage questions
  • Cross-sell on potential bundle saving opportunities
  • Up-sell clients to ensure they have the appropriate amount of insurance protection
  • Provide timely and professional day-to-day client service
  • 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 license required
  • Experience with auto, home, boat, and recreational policies
  • Minimum 3-5 years independent agency experience
  • 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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