Personal Lines Account Manager (Needs To Be In PST Zone)

This Jobot Job is hosted by: Dana Stark Are 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) matching Dental insurance Disability insurance Flexible schedule Health insurance Life insurance Paid time off Parental leave Tuition reimbursement Vision 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 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.