Insurance Account Manager
4 weeks ago
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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