Personal Line Account Manager | Private Client Service

Job Description

Job Description

Insurance Personal Lines Account Manager

Location : Sparkill, NY

Salary : 70K Base Salary + commissions on new business sales

(Depending on experience and qualifications)

Position Summary

Independent insurance agency is seeking a licensed personal lines account manager or personal lines CSR to service a book of personal insurance accounts. The insurance agency will require the personal lines account manager to respond to client calls about policy changes, updates and coverage questions, plus consult with clients on potential bundle saving opportunities. Up selling clients may be required to ensure clients have the appropriate amount of insurance protection. This insurance account manager candidate will be responsible for providing timely and professional day-to-day client service working closely with the personal lines producer and insurance company representatives.

Responsibilities will include :

Support and service a wide range of personal lines accounts

Support agency producers with customer service related tasks.

Handle incoming new business sales calls or walk-in business as needed

Cross-sell or account rounding as needed ensuring clients have appropriate coverage

Liaison between clients, producers and insurance company representatives.

Certificates, endorsements, binders, and first claims

Marketing, quoting, rating of new client business and account renewals.

Requirements :

Property & Casualty Insurance License Required

Experience with auto, home, boat, and recreational policies

Minimum 3-5 years Independent Agency experience

Experience with insurance sales

Experience with account rounding / cross-selling

Knowledge of Microsoft Excel, Word and related software

Experience using Applied (TAM or EPIC) or AMS 360 agency management systems is strongly preferred.

Experience with high net worth clients is a plus

All inquiries will be kept confidential