Job Description :

The Personal Lines Account Manager will provide a high level of sales support to the Producer and customer service to clients.

The position requires a significant degree of independent judgment and discretion in order to meet those service levels.

The Account Manager will assist in the production of new and renewal accounts in keeping with Agency and individual Producer goals and provide field service in support of Producer activities.

They will be responsible for assisting clients with service needs and making changes to existing accounts. The Account Manager will work with the Producer to design and recommend proper insurance and risk management programs to Agency clients.

Responsibilities :

• Work directly with clients. Review and Process renewals; update all necessary items in management system and send to client as needed
• Maintain records according to Agency standards, ensure that procedures are properly followed, and that information is properly document and readily accessible.
• Work directly with Producers to provide necessary client documents, checklists, and proposals
• Use support tools (electronic tasks and expiration / renewal reports) to maintain an organized and effective workstation

Minimum Qualifications and Experience :

1 to 3 years experiences in Commercial Lines P&C or similar is preferred

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.

Last updated : 2024-05-17