Personal Lines Assistant Account Manager

The Personal Lines Assistant Account Manager is responsible for helping the Personal Lines Account Managers and department managers with rating their new business accounts and other account management tasks.

Responsibilities

The Personal Lines Assistant Account Manager works directly at the direction of the Personal Lines Account Managers.

Answer incoming calls/emails and assist with questions about insurance policies and insurance coverage issues, as well as consumer complaints and general inquiries

Process client policy changes, verify coverages, and customer inquiries upon request.

Assist with issuing certificates of insurance for our Personal Lines division

Handle all incoming mail to the Agency as well as Faxing for the Account Managers

Assist with sending out renewal letters, amended documents, cancellations, etc.

Update claims and loss update notices to companies

Perform other specific duties as assigned by the personal lines account manager

Qualifications

Must have an active Property and Casualty Insurance License

Knowledge of ImageRight software preferred

Comfortable answering phones and communicating with clients

Strong attention to detail and problem-solving skills

Prior experience in the insurance industry

Job Type: Full-time

Benefits:

401(k)

401(k) matching

Dental Insurance

Health insurance

Paid time off

Vision insurance

Work setting:

In-person

Office

License/Certification: State of Florida 4-40 or 2-20 license required.

Work Location: In person M-F

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