Personal Lines Account Manager
HybridHouston, Texas, United States
Job Summary
Manage a book of insurance business by assisting the Personal Lines Sales Producer with policy maintenance, preparing endorsements, and handling renewals and remarkets. Educate clients on coverages, develop proposals, and refer prospects to Benefits and Commercial Lines departments. Maintain detailed customer records in Applied EPIC and CSR 24 while fostering relationships with underwriters and carriers. Resolve insured questions, delegate tasks as needed, and occasionally reconcile accounting discrepancies. Stay current on industry trends, new products, and technology to meet client needs. Requires 3-5 years of Personal Line experience, active General Lines or Property & Casualty license, and proficiency in Microsoft Office.
Required Qualifications
- 3-5 years of Personal Line Insurance experience
- Active General Lines or Property & Casualty License
- Ability to lift 25 pounds
- Repeated use of sight to read documents and computer screens
- Repeated use of hearing and speech to communicate on telephone and in person
- Repetitive hand movements, such as keyboarding, writing, 10-key
- Walking, bending, sitting, reaching and stretching in all directions
Desired Qualifications
- Designations (i.e CISR, CIC, CPRIA)
- Applied Epic experience
- Knowledge of similar Account Management System (AMS)
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