About The Position

NavSav is seeking a passionate, hardworking, and experienced Personal Lines Account Manager to support client services and retention at a local office in Tampa, Florida. The role focuses on retaining existing clients and providing high-quality customer service while helping clients prepare for unexpected events. The account manager will contribute to individual goals and agency success by following established retention processes.

Requirements

  • Property and Casualty license.
  • Pass a background check.
  • Customer service experience.
  • Strong verbal and written communication skills.
  • Operational computing and typing ability of 45+ WPM, including use of Microsoft Office suites and internet browsers.
  • Confident self-starter who works well independently.
  • Strong problem-solving capabilities.
  • Ability to multitask.

Responsibilities

  • Establish and develop exceptional customer relationships.
  • Provide prompt, accurate, and friendly customer service.
  • Discuss clients’ coverage needs, gaps, billing concerns, and policy changes, and process needed policy changes.
  • Provide policy reviews as appropriate and remarket policy renewals as needed.
  • Contribute to individual goals and agency success by following established retention processes.

Benefits

  • Medical insurance.
  • Retirement plan with up to 4% match.
  • Paid holidays.
  • Paid vacation.
  • Vision insurance.
  • Supplemental insurance.
  • Dental insurance.
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