Personal Insurance Account Manager

The Jonus GroupWest Springfield, MA
1d

About The Position

Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of personal lines insurance coverage. The ideal candidate will have the following qualifications: Experience working with home, auto, and umbrella coverage. Prior experience in a client facing role, building and maintaining relationships. Ability to handle new and renewal business. Ability to review insurance contracts for accuracy. Complete and prepare certificates, proposals, policy summaries, and reviews. Ability to work independently or as part of a team to support sales and drive agency revenue. Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues. Experience in brokerage setting. Carry an active P&C license.

Requirements

  • Experience working with home, auto, and umbrella coverage.
  • Prior experience in a client facing role, building and maintaining relationships.
  • Experience in brokerage setting.
  • Carry an active P&C license.

Responsibilities

  • Handle new and renewal business.
  • Review insurance contracts for accuracy.
  • Complete and prepare certificates, proposals, policy summaries, and reviews.
  • Work independently or as part of a team to support sales and drive agency revenue.
  • Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues.
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