Personal Lines Account Manager
Company: APR
Location: San Leandro
Posted on: January 11, 2021
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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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