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Our firm is seeking a talented Personal Lines Account Manager to join our team. This individual will be responsible for maintaining relationships with clients and providing quotes, policy changes and general customer service. An ideal candidate for this position will have experience in customer service, be organized and detail oriented with a professional attitude.
Duties and Responsibilities
Claims and Payment Assistance
Policy Renewals and Coverage Review, pricing and delivery
New Business sales & support including sourcing, quote preparation and presentation
Preparation of Acord and Application forms
Inbound and Outbound sales and service phone calls
Data Entry and maintenance of Applied Systems agency management system
Assist with departmental daily tasks
Experience working with MGAs and underwriters.
Proficient in Microsoft Outlook, Word, and Excel
Ability to learn new skills and accept additional responsibilities
Requires General Lines P&C License
Benefits include Health Insurance reimbursement, $75k life insurance, STD/LTD, Simple IRA, Teledoc with no copay, voluntary dental and vision, 80 hrs PTO that carries over up to 120 hours, AFLAC.
Full Time
$38k-50k (estimate)
12/03/2023
07/08/2024
The job skills required for Personal Lines CSR include Customer Service, Life Insurance, Data Entry, Presentation, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal Lines CSR. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal Lines CSR. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Personal Lines CSR positions, which can be used as a reference in future career path planning. As a Personal Lines CSR, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Lines CSR. You can explore the career advancement for a Personal Lines CSR below and select your interested title to get hiring information.