Personal Insurance Agent

Personal Lines Insurance Account Manager

Established agency seeking to add a personal lines account manager to their team.

Responsibilities include:

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

Ability to handle all types of personal insurance

Order and process renewal & change requests

Advise of coverage recommendations and assist clients with Insurance claims

Assist in retaining accounts; follow up on cancelations & Broker of Record Letters

Cross sell & round out accounts Requirements:

Must have an active P&C license

Must have working knowledge of agency management software

Must have excellent presentation and communication skills

Ability to multi-task and work in fast paced Insurance environment

Ability to work within a team environment

Ability to self-direct the completion of insurance related job duties

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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