Personal Insurance Account Manager
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Job Location:
Placerville, CA - USA
Yearly Salary:
$ 60000 - 70000
Posted on:
24 days ago
Vacancies:
1 Vacancy
Job Summary
Job Description
Personal Lines Account Manager
Job Summary
Seeking a dedicated and professional Personal Lines Account Manager to join a team. This position is responsible for managing a book of house accounts focusing on personal lines such as home auto and umbrella insurance. This position offers an excellent opportunity to work in a laid-back and collaborative environment with a team of experienced professionals.
Compensation Package
- Salary: $60000 - $70000 annually based on experience.
- Competitive benefits package 401(k) paid time off professional development opportunities etc.
Responsibilities
- Manage and service a book of personal lines accounts including home auto and umbrella insurance.
- Handle renewals endorsements certificates of insurance (COI) and cross-selling opportunities.
- Provide exceptional customer service to clients ensuring their needs are met promptly and professionally.
- Collaborate with department managers and team members to ensure seamless service delivery.
- Utilize Epic software for account management and documentation.
Qualifications/Requirements
- Active Property & Casualty (P&C) license is required.
- Minimum of 2 years of experience in an independent brokerage setting.
- Proficiency in Epic software is preferred.
- Strong customer service focus reliability personable demeanor and excellent communication skills.
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.
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Required Experience:
Manager
Key Skills
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