Personal Lines Account Manager

Personal Lines CSR / Account Manager

Our Client

Salt Lake City, UT

Job Details

• Full-time
  
  

Benefits

• Health insurance
• Dental insurance
• Paid time off
  
  

Qualifications

• Microsoft Word
• Microsoft Excel
• Microsoft Outlook
• Customer service
• Microsoft Office
• High school diploma or GED
• Insurance Producer License (P&C License Required)
  
  

Summary

Full Job Description

Duties And Responsibilities

Provide full-service customer account support for insurance agency prospective and existing clients. Other functions may be assigned as business conditions change. Ensure customer satisfaction by performing the following duties:

• Enter new client and policy information into system.
• Communicate with clients over the phone, email, text, mail, fax, and in person.
• Modify client and policy information in system as necessary.
• Update information for renewal policies.
• Provide letters to clients.
• Create and electronically transmit certificates of insurance upon request (i.e. fax/email).
• Follow up on insurance claims as appropriate.
• Request quote for policy renewals from insurance company and provide to agent/client.
• Rate policy quotes (agency-based/web-based software).
• Take claim information from clients and process timely.
• Complete all necessary forms as required by insurance companies.
• Complete daily assignments as directed by management.
  
  

EDUCATION And/or EXPERIENCE

• High school diploma or general education degree (GED).
• Two years of Personal Lines insurance experience preferred.
• Must have a resident P&C Producer License.
• Knowledge of MS Office (Word, Excel, Outlook).
• Experience with AMS360 is preferred.
  
  

Compensation

• Commission opportunities with significant earning potential.
• Opportunity for upward mobility.
  
  

Benefits

• Health Insurance
• Dental Insurance
• Paid Time Off
• Sick Leave
  
  

Schedule

• Full-time
• 8-hour Day Shift
  
  

Work Location

In Person - Salt Lake City, UT