Personal Insurance Customer Service Agent​/Account Manager; Billingual – Not Required

Personal Insurance Customer Service Agent / Account Manager (Billingual Preferred – Not Required)

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Job Description

Personal Lines Insurance Account Manager - Hybrid

Summary Looking for a Personal Lines Account Manager to join a dynamic team.

Responsibilities Include

• Handling standard personal lines accounts
• Client presentations and ability to resolve client concerns and issues
• Review and recommend coverages for clients with a focus on satisfaction, retention and rounding existing accounts
• Liaison between clients and carriers
• Ability to cross sell and help walk-in/phone- sales questions
• Ability to handle all types of personal insurance
• Order and process renewal & change requests
• Advise of coverage recommendations and assist clients with Insurance claims
• Assist in retaining accounts - follow up on cancelations & Broker of Record Letters
• Cross sell & round out accounts

Requirements

• Must have an active P&C license
• Must have working knowledge of agency management software, specifically Applied EPIC
• Must have excellent presentation and communication skills
• Ability to multi-task and work in fast paced Insurance environment
• Ability to work within a team environment
• Ability to self-direct the completion of insurance related job duties

Disclaimer:
Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

Seniority level:
Entry level

Employment type:

Full-time

Job function:
Sales, Business Development, and Finance

Industries:
Banking, Financial Services, and Insurance

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