Jobot
Personal Lines Account Manager (Needs to be in PST zone)
Jobot, San Diego, California, United States, 92189
This Jobot Job is hosted by: Dana StarkAre you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary: $70,000 - $80,000 per year
A bit about us:
We are a fast-growing insurance broker that prides itself on knowledge, customer experience, and investing in our employee's growth.
Why join us?
Benefits:
401(k)401(k) matchingDental insuranceDisability insuranceFlexible scheduleHealth insuranceLife insurancePaid time offParental leaveTuition reimbursementVision insurance
Job Details
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 accountsSupport agency producers with customer service-related tasksHandle incoming new business sales calls or walk-in business as neededCross-sell or account rounding as needed ensuring clients have appropriate coverageLiaison between clients, producers, and insurance company representativesCertificates, endorsements, binders, and first claimsMarketing, quoting, rating of new client business and account renewals.Requirements:Property & Casualty license requiredExperience with auto, home, boat, and recreational policiesMinimum 3-5 years independent agency experienceExperience with account rounding/ cross-sellingKnowledge of Microsoft Excel, Word, and related softwareExperience 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.
A bit about us:
We are a fast-growing insurance broker that prides itself on knowledge, customer experience, and investing in our employee's growth.
Why join us?
Benefits:
401(k)401(k) matchingDental insuranceDisability insuranceFlexible scheduleHealth insuranceLife insurancePaid time offParental leaveTuition reimbursementVision insurance
Job Details
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 accountsSupport agency producers with customer service-related tasksHandle incoming new business sales calls or walk-in business as neededCross-sell or account rounding as needed ensuring clients have appropriate coverageLiaison between clients, producers, and insurance company representativesCertificates, endorsements, binders, and first claimsMarketing, quoting, rating of new client business and account renewals.Requirements:Property & Casualty license requiredExperience with auto, home, boat, and recreational policiesMinimum 3-5 years independent agency experienceExperience with account rounding/ cross-sellingKnowledge of Microsoft Excel, Word, and related softwareExperience 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.