Personal Lines CSR / Account Manager; Trinity, FL

Job Description

Job Description

We are seeking an experienced Personal Lines Account Manager to join our team. This role will focus on providing excellent customer service and back-end support.

• Download and review insurance forms and policies from carriers.
• Process new applications, policy endorsements, renewals, and cancellations.
• Handle non-payment issues, including reinstatements and cancellations.
• Answer inbound calls and assist clients with their personal lines insurance inquiries.
• Provide information on policy coverage, billing, and payment options.
• Handle customer requests for quotes, certificates, and proof of insurance.
• Maintain accurate and up-to-date records in the agency management system.
• Generate reports and ensure documentation is properly filed and accessible.
• Follow up on pending tasks, endorsements, and claims.
• Build and maintain strong client relationships through proactive communication.
• Assist with account reviews to ensure clients' coverage aligns with their needs.

Qualifications :