Personal Lines Account Manager - Temporary Remote - California

Insurance ReliefSanta Rosa, CA
$30 - $35Remote

About The Position

Our growing insurance company is looking for a Personal Lines Account Manager with tech-savvy skills to help provide excellent service to clients. This full-service brokerage wants to continue expanding and has been very successful. If you are a fast learner and a skilled insurance professional this position may be an amazing opportunity!

Requirements

  • At least 3+ years of personal lines brokerage experience
  • Active Property & Casualty License
  • Strong technical insurance knowledge including coverage and product knowledge
  • Strong understanding of agency functions and procedures
  • Proficient with Applied Epic, Microsoft Office: Excel, Word, and PowerPoint, and other database management systems
  • Must reside in California to apply

Nice To Haves

  • Tech-savvy skills
  • Fast learner

Responsibilities

  • Provide prompt and professional service and insurance needs to clients and producers
  • Review insurance applications
  • Compile data on insurance policy changes and records
  • Coordinate and oversee services, coverages, pricing, and proposals, and finalize sales
  • Be of assistance to all other departments whenever necessary

Benefits

  • Fully remote
  • Equipment provided
  • Paid weekly
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