Personal Insurance Customer Service Agent / Account Manager (Billingual Preferred – Not Required)
About The Position
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 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.
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
Responsibilities
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
