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Personal Lines Account Manager

Personal Lines Account Manager

GpacPleasanton, California, United States
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description

Position :  Personal Lines Account Manager - Insurance - REMOTE - Must reside in PST zone.

Individual should be be self-motivated, organized and have great communication skills.  This agency has an excellent compensation and benefit package.

Job Requirements :

Excellent at customer service - talking with clients and explaining coverages to them. Master at organization and administration. Flexible and willing to learn. At least 5 years of insurance agency experience. P&C insurance license. Agency computer management experience – Applied Systems. Previously employed with an independent insurance agent. Attention to detail and committed to providing exceptional service to our clients and growing our firm. We are looking to add team members who have a strong desire to grow personally and professionally.

Personal Lines Account Manager Responsibilities :

  • Review daily reports, change requests, claim notices, auto ID Cards, order MVR’s and issue certificates
  • Review policies for accuracy. Prepare for producer delivery or mail / email directly to the client
  • Create summaries of insurance (renewals)
  • Mail renewal letters and update renewal information
  • Ability to quote with multiple carriers
  • Process EOI’s,
  • All other assigned tasks
  • Accountabilities
  • Complete all assigned projects and tasks in a timely and efficient manner.
  • Interact with others effectively by utilizing oral and written communications.
  • Provide accurate and timely information to those you are charged with supporting
  • Process changes timely.
  • Keep client agency management system data updated by entering new data and documenting actions taken on behalf of the client

Personal Lines Account Manager Knowledge, Skills, and Abilities :

  • High School diploma with some college-level classes and or classes such as CIC / CPCU / ARM / CISR
  • Demonstrate excellent oral and written communication skills
  • Excellent organizational skills
  • Ability to prioritize and handle multiple tasks
  • Possess a high level of organizational skills
  • Ability to operate various computer programs (Microsoft Office Suite, Agency Management Systems, etc.)
  • I am Jennifer Thompson and I look forward to having a conversation with you about your aspirations for a future career.  Please contact me at (605) 610-3041 to have a conversation about this exciting career advancement opportunity!

    Jennifer Thompson

    Senior Director - Insurance Division

    gpac

    (605) 610-3041

    Jennifer.Thompson@gogpac.com

    Insurance Agencies Owners or Hiring Authorities : If your team needs any position filled, we can also assist in presenting qualified talent.  Please reach out for a consultation today!

    All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

    GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

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    Personal Lines Account Manager • Pleasanton, California, United States

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