Personal Insurance Account Manager

2 weeks ago

Alexandria, VA, United States The Jonus Group Full time
Job Description

Personal Lines Insurance Account Manager

Established agency seeking to add a personal lines account manager to their team.

Responsibilities include:
  • Handling Standard accounts
  • Client presentations and ability to resolve client concerns and issues
  • Review and recommend coverages for clients with a focus on satisfaction, retention and rounding existing accounts
  • Liaison between clients and carriers
  • Ability to cross sell and help walk-in/phone- sales questions
  • Ability to handle all types of personal insurance
  • Order and process renewal & change requests
  • Advise of coverage recommendations and assist clients with Insurance claims
  • Assist in retaining accounts: follow up on cancelations & Broker of Record Letters
  • Cross sell & round out accounts
Requirements:
  • Must have an active P&C license
  • Must have working knowledge of agency management software *EZLynx Preferred but not required*
  • Must have excellent presentation and communication skills
  • Ability to multi-task and work in fast paced Insurance environment
  • Ability to work within a team environment
  • Ability to self-direct the completion of insurance related job duties


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