Personal Lines Account Manager (Needs to be in PST ...
Jobot - albuquerque, NM
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Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!Job detailsThis Jobot Job is hosted by Dana StarkAre you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.Salary $70,000 - $80,000 per yearA Bit About UsWe are a fast-growing insurance broker that prides itself on knowledge, customer experience, and investing in our employee's growth.Why join us?Benefits401(k)401(k) matchingDental insuranceDisability insuranceFlexible scheduleHealth insuranceLife insurancePaid time offParental leaveTuition reimbursementVision insuranceJob DetailsFast-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 includeSupport 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.RequirementsProperty & 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 plusInterested in hearing more? Easy Apply now by clicking the "Easy Apply" button.Want to learn more about this role and Jobot?Click our Jobot logo and follow our LinkedIn page!
Created: 2024-10-01