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Job Description
Persona Lines Account Manager.Must have P&C LicenseDaily servicing of clients will include addressing various coverage issues, and handling all the inside service work associated with the clients account, including all endorsement activity, routine coverage questions, problem solving, renewals, checking and binding policies. All Coverages – HO, Auto, Excess, and more.Job Duties:
- Build and maintain relationships with clients.
- Provide consistent, accurate, and timely communication to clients through, verbal and written correspondence.
- Inform and educate clients about coverage, exclusions and exposures; documentelectronic files accordingly.
- Respond to clients’ needs by producing binders, certificates, policies and other related items.
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- Quote and sell personal line policies.
- Provide technical support to Producers (coverage-wise, with proposal, suspense, itemsetc.) to help clients.
- Prepare applications, submit them to insured’s and carriers, obtain clients’ signatures onall applications, and follow up to ensure timely responses.
- Renew policies by agency standards.
- Maintain client files accurately and consistently documenting conversations, sendingconfirmations to clients, adhering to all other automation procedures.
*Job Type: Full-timePay: $85,000.00 – $95,000.00 per yearBenefits:
- 401(k)
- Health insurance
- Paid time off
Schedule:
- 8 hour shift
Education:
- Bachelor’s (Preferred)
Experience:
- Personal Lines Insurance: 3 years (Preferred)
- Personal Lines Account Manager: 3 years (Preferred)
- Customer Service: 3 years (Preferred)
License/Certification:
- Property & Casualty License (Preferred)
Work Location: One location
