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Personal Lines Account Manager

Company: APR
Location: San Leandro
Posted on: January 11, 2021

Job Description:

Location: East Bay, San Leandro, CA Salary: 50-65K (Depending on experience and qualifications) Independent insurance agency is seeking a licensed personal lines account manager or personal lines CSR to service a book of personal insurance accounts. The insurance agency will require the personal lines account manager to respond to client calls about policy changes, updates and coverage questions, plus consult with clients on potential bundle saving opportunities. Cross selling clients may be required to provide better personal lines coverages. This insurance account manager candidate will be responsible for providing timely and professional day-to-day client service working closely with the personal lines producer. Responsibilities will include:* Support and service a wide range of personal lines accounts* Support agency producers with customer service related tasks.* 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 Insurance License Required* Experience with Auto, Home, boat etc. policies* Minimum 3-5 years Independent Agency experience* Knowledge of Microsoft Excel, Word and related software* Experience using Applied Agency Management System (TAM, EPIC, AMS 360, or Hawksoft) is strongly preferred.* Experience with high net worth clients is a plus, but not required.All inquiries will be kept confidential

Keywords: APR, San Leandro , Personal Lines Account Manager, Executive , San Leandro, California

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