Insurance Account Manager

4 weeks ago


Saint Charles, Missouri, United States APR Full time

Job Description

APR is seeking a licensed Personal Lines Account Manager to service a book of personal insurance accounts. The ideal candidate will have a strong understanding of property and casualty insurance and be able to provide timely and professional day-to-day client service.

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 ensuring 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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