Personal Lines Account Manager

2 days ago


Eden Prairie, Minnesota, United States APR Full time
Job OverviewAPR is seeking a licensed Personal Lines Account Manager to service a book of personal insurance accounts. The ideal candidate will have a strong background in property and casualty insurance, with experience in customer service and account management. Key Responsibilities
  • Provide timely and professional day-to-day client service, working closely with producers and insurance company representatives.
  • Support and service a wide range of personal lines accounts, including auto, home, boat, and recreational policies.
  • Handle incoming new business sales calls or walk-in business as needed, and cross-sell or account round as necessary to ensure clients have appropriate coverage.
  • Liaise between clients, producers, and insurance company representatives to resolve issues and provide excellent customer service.
  • Manage certificates, endorsements, binders, and first claims, as well as marketing, quoting, and rating of new client business and account renewals.
Requirements
  • Property & Casualty Insurance License Required
  • Minimum 3-5 years Independent Agency experience
  • Experience with insurance sales and 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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