drjobs Personal Insurance Account Manager

Personal Insurance Account Manager

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1 Vacancy
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Job Location drjobs

Happy Valley, OR - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Job Description

Job Title: Personal Lines Account Manager

Job Summary:
Seeking an experienced Personal Lines Account Manager to provide high-quality service and support for personal lines insurance clients. This role is responsible for handling day-to-day account servicing needs processing policy documentation and ensuring client satisfaction through timely and professional communication. Ideal candidates will be detail-oriented efficient and capable of managing multiple priorities within an independent agency environment.

Responsibilities:

  • Deliver excellent customer service and maintain positive client relationships
  • Process policy changes endorsements renewals and audits
  • Issue certificates of insurance auto ID cards and EPIs
  • Assist with claims processing and follow-up
  • Issue and renew surety and miscellaneous bonds
  • Prepare and process finance contracts and client invoices
  • Perform various administrative and service-related tasks as needed

Qualifications/Requirements:

  • Active Property & Casualty (P&C) insurance license required
  • Minimum of 2 years of experience in a personal lines role preferably within an independent agency setting
  • Proficiency in insurance agency management systems and common processing tools
  • Strong communication skills and attention to detail
  • Ability to prioritize tasks manage deadlines and work independently or within a team environment

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 employers discretion.

#LI-CH2


Required Experience:

Manager

Employment Type

Full-Time

Company Industry

About Company

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