Personal Lines Account Manager or Executive
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Job Location:
Sanibel, FL - USA
Yearly Salary:
$ 50000 - 60000
Posted on:
8 hours ago
Vacancies:
1 Vacancy
Job Summary
Job Description
Personal Lines Account Manager
Job Summary
Seeking a dedicated and experienced Personal Lines Account Manager to join a dynamic team. The ideal candidate will be a proactive professional with a passion for delivering exceptional client service and a strong ability to tailor insurance solutions to meet unique client needs.
Compensation Package
- Salary: $50000 - $60000 annually bonus opportunities
Responsibilities
As a Personal Lines Account Manager your key responsibilities will include:
- Marketing new business by analyzing client risk factors preparing quotes and presenting proposals via phone email or in-person meetings.
- Managing policy changes Agent of Record changes and ensuring accurate documentation in AMS360.
- Conducting thorough renewal reviews identifying coverage changes and re-marketing policies when necessary.
- Identifying opportunities to enhance client insurance programs with additional coverage options.
- Maintaining consistent and detailed communication with clients and prospects throughout the quoting and renewal processes.
- Handling billing processes including creating agency bill invoices and ensuring timely payment collection.
- Providing prompt accurate and courteous service to clients.
- Managing claims by notifying insurance companies and ensuring efficient resolution.
- Attending Realtor and other professional organization meetings/events to foster relationships with referral sources.
- Staying informed about agency E&O guidelines and participating in carrier training opportunities for professional development.
Qualifications/Requirements
To excel in this role candidates must meet the following qualifications:
- Minimum of three years of experience in a fast-paced retail insurance agency.
- Possession of a Florida General Lines 2-20 License (a 20-44 License will be considered with a commitment to obtaining a 2-20).
- Proficiency with agency management systems (experience with Vertafores AMS360 is preferred).
- Strong organizational and time management 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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