Personal Lines Account Manager (Needs to be in PST zone)

This Jobot Job is hosted by: Dana Stark

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Salary: $70,000 - $80,000 per year

We are a fast-growing insurance broker that prides itself on knowledge, customer experience, and investing in our employee's growth.

Benefits:

401(k)

401(k) matching

Dental insurance

Disability insurance

Flexible schedule

Health insurance

Life insurance

Paid time off

Parental leave

Tuition reimbursement

Vision insurance

Fast-growing broker is seeking a licensed Personal Lines Account Manager to support one Producer's book of personal insurance accounts. This person will respond to client calls about policy changes, updates, and coverage questions, plus cross-sell on potential bundle saving opportunities. Up-selling clients may be required to ensure clients have the appropriate amount of insurance protection. This candidate will be responsible for providing timely and professional day-to-day client service working closely with the agency's personal lines clients. High net worth experience is a plus.

This is a remote position for someone with proven and demonstrated work ethic and remote performance.

Responsibilities will include:

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 license required

Experience with auto, home, boat, and recreational policies

Minimum 3-5 years independent agency experience

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

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.