Personal Insurance Account Manager

Established agency seeking to add a personal insurance account manager.

Responsibilities include

• Account handling
• Client presentations and ability to resolve client concerns and issues
• Review and recommend coverages for clients with a focus on satisfaction, retention and rounding existing accounts
• Liaison between clients and carriers

• Ability to cross sell and help walk-in/phone- sales questions
• Quoting both new and renewal business
• Ability to handle all types of personal insurance
• Order and process renewal & change requests
• Advise of coverage recommendations and assist clients with claims
• Assist in retaining accounts: follow up on cancelations & Broker of Record Letters
• Cross sell & round out accounts

Requirements

• Must have working knowledge of agency management software, insurance rating Software and Microsoft Office

• Must have excellent presentation and communication skills
• Ability to multi-task and work in fast paced environment
• Ability to work within a team environment
• Ability to self-direct the completion of job duties

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