Virtual
Personal Lines Sales Account Manager
Virtual, Fort Lauderdale, Florida, us, 33336
Vaco is hiring for several
Remote
Personal Lines Sales Account Manager.
This role sits fully remote and will be handling all inbound sales leads. Must have reliable internet and a quiet place to work at home. Must have a 20-44 or a 2-20 license. Must be located within Florida
Essential Duties and Functions:
Providing the best-level of customer service/support to all client's accounts
Provide quotes to new clients to enroll
Rate and prepare quotations when necessary (new and existing clients)
Mail binders and ID cards to insureds
Mail; fax or email application to company and suspend for receipt of policy
Handle client telephone and mail requests for information; endorsements; cancellations and other services as required
Assist with accounts receivable control
Document all conversations with insured and/or other interested parties
Complete policy rewrites when necessary
Have knowledge and abide by the underwriting guidelines and binding authority guidelines of each company
Maintain and update the AMS 360 and Image Right database timely and accurately
Inform company and client of errors in polices or endorsements
Maintain knowledge of current legal and social conditions that may impact adequacy of policy coverage and limits
Maintain current state license
Attend appropriate classes and seminars
Sit for examinations as required
Setup and maintain agency files as required
Ensure that actions protect the agency from claims of liability for errors or omissions and that all tasks are professionally performed
Perform other assignments as required.
Required Skills
Florida 220 Property & Casualty license.
Knowledge of customer service functions such as rating; marketing; claims handling and coverage information
Strong commitment to service for the agency's clients
Effective written and verbal communications skills
Effective and efficient use of computer and related equipment
Good organizational skills; attention to detail and ability to respond to requests effectively and efficiently
Industry designations are promoted and funded by the agency
This is a Personal Lines Sales role however you are given all In-House Leads: These are potential clients who have called or reached out to inquire about services. You will not need to attend networking events, knock on doors or drum up your own personal business. These are people who have filled out an inquiry for insurance quotes and are actively requesting assistance.
Remote
Personal Lines Sales Account Manager.
This role sits fully remote and will be handling all inbound sales leads. Must have reliable internet and a quiet place to work at home. Must have a 20-44 or a 2-20 license. Must be located within Florida
Essential Duties and Functions:
Providing the best-level of customer service/support to all client's accounts
Provide quotes to new clients to enroll
Rate and prepare quotations when necessary (new and existing clients)
Mail binders and ID cards to insureds
Mail; fax or email application to company and suspend for receipt of policy
Handle client telephone and mail requests for information; endorsements; cancellations and other services as required
Assist with accounts receivable control
Document all conversations with insured and/or other interested parties
Complete policy rewrites when necessary
Have knowledge and abide by the underwriting guidelines and binding authority guidelines of each company
Maintain and update the AMS 360 and Image Right database timely and accurately
Inform company and client of errors in polices or endorsements
Maintain knowledge of current legal and social conditions that may impact adequacy of policy coverage and limits
Maintain current state license
Attend appropriate classes and seminars
Sit for examinations as required
Setup and maintain agency files as required
Ensure that actions protect the agency from claims of liability for errors or omissions and that all tasks are professionally performed
Perform other assignments as required.
Required Skills
Florida 220 Property & Casualty license.
Knowledge of customer service functions such as rating; marketing; claims handling and coverage information
Strong commitment to service for the agency's clients
Effective written and verbal communications skills
Effective and efficient use of computer and related equipment
Good organizational skills; attention to detail and ability to respond to requests effectively and efficiently
Industry designations are promoted and funded by the agency
This is a Personal Lines Sales role however you are given all In-House Leads: These are potential clients who have called or reached out to inquire about services. You will not need to attend networking events, knock on doors or drum up your own personal business. These are people who have filled out an inquiry for insurance quotes and are actively requesting assistance.